+154,996.0%
KLAC vs NEE
+7,169.4%
+147,826.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.7% |
| 7D | +6.2% | -0.5% | +6.7% | +6.4% |
| 30D | -5.0% | -1.7% | -3.3% | -4.4% |
| 3M | -14.4% | -1.8% | -12.6% | -13.9% |
| 6M | +28.3% | -8.8% | +37.1% | +31.8% |
| YTD | +51.1% | +5.2% | +45.9% | +47.1% |
| 1Y | +100.4% | +21.3% | +79.0% | +84.9% |
| 3Y | +276.3% | +35.2% | +241.1% | +218.5% |
| 5Y | +452.1% | +10.1% | +441.9% | +401.3% |
| 10Y | +2,986.0% | +253.2% | +2,732.7% | +1,729.2% |
| All | +154,996.0% | +7,169.4% | +147,826.6% | +37,502.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling