+430.6%
KLAC vs NEE
+9.7%
+420.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.9% | -3.1% |
| 7D | +2.5% | -1.9% | +4.4% | +2.9% |
| 30D | -11.5% | -3.1% | -8.4% | -10.8% |
| 3M | -16.9% | -2.4% | -14.5% | -16.5% |
| 6M | +22.2% | -8.6% | +30.8% | +24.4% |
| YTD | +46.4% | +4.9% | +41.4% | +43.7% |
| 1Y | +91.0% | +19.4% | +71.6% | +81.7% |
| 3Y | +264.6% | +34.9% | +229.7% | +225.1% |
| 5Y | +430.6% | +11.0% | +419.6% | +394.5% |
| All | +430.6% | +9.7% | +420.9% | +394.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling