+274.4%
KLAC vs NEE
+34.3%
+240.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.1% | +2.0% |
| 7D | -2.7% | -1.3% | -1.3% | -2.6% |
| 30D | -13.2% | -3.3% | -9.8% | -13.0% |
| 3M | -25.0% | -2.3% | -22.8% | -24.9% |
| 6M | +23.6% | -8.9% | +32.5% | +24.3% |
| YTD | +49.2% | +4.8% | +44.5% | +48.5% |
| 1Y | +89.3% | +18.7% | +70.6% | +87.5% |
| 3Y | +274.4% | +33.2% | +241.1% | +252.0% |
| All | +274.4% | +34.3% | +240.1% | +252.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NEE.
Daily Out/Under-Performance
Portfolio return minus NEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEE 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 3y: compounded portfolio wealth divided by compounded NEE 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…
3y analysis · Full analysis span regression · 6 months rolling