+2,247.0%
KLAC vs PAAS
+205.7%
+2,041.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -3.1% |
| 7D | +10.0% | -8.9% | +18.9% | +11.9% |
| 30D | -14.8% | -11.4% | -3.4% | -13.0% |
| 3M | -27.2% | -20.4% | -6.7% | -24.3% |
| 6M | -17.5% | -40.7% | +23.2% | -10.0% |
| YTD | +25.8% | -26.9% | +52.8% | +31.7% |
| 1Y | +31.8% | -3.1% | +34.9% | +31.3% |
| 3Y | +195.3% | +199.3% | -4.0% | +140.1% |
| 5Y | +285.9% | +48.3% | +237.7% | +238.7% |
| All | +2,247.0% | +205.7% | +2,041.3% | +1,674.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling