+433.3%
KLAC vs KO
+83.6%
+349.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +2.0% |
| 7D | -2.7% | +0.2% | -2.9% | -2.7% |
| 30D | -13.2% | +1.8% | -15.0% | -13.1% |
| 3M | -25.0% | +7.7% | -32.7% | -24.9% |
| 6M | +23.6% | +15.3% | +8.3% | +22.7% |
| YTD | +49.2% | +28.0% | +21.2% | +45.8% |
| 1Y | +89.3% | +34.3% | +55.1% | +82.5% |
| 3Y | +274.4% | +63.8% | +210.6% | +222.0% |
| All | +433.3% | +83.6% | +349.7% | +344.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded KO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling