+248.6%
KLAC vs PAAS
+71.1%
+177.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.5% | +5.2% | +6.4% |
| 7D | -12.3% | +8.4% | -20.7% | -14.0% |
| 30D | -29.6% | -7.2% | -22.5% | -28.5% |
| 3M | -28.2% | -14.0% | -14.2% | -26.2% |
| 6M | -23.6% | -26.8% | +3.2% | -18.9% |
| YTD | +14.4% | -19.8% | +34.2% | +18.5% |
| 1Y | +15.4% | +22.8% | -7.4% | +9.4% |
| 3Y | +184.3% | +183.6% | +0.7% | +122.7% |
| All | +248.6% | +71.1% | +177.4% | +204.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling