+107.0%
KLAC vs PCG
+2.9%
+104.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.6% | -1.8% | +1.9% |
| 7D | +10.6% | +5.4% | +5.2% | +10.7% |
| 30D | -4.5% | -15.1% | +10.6% | -4.7% |
| 3M | -10.3% | -9.8% | -0.4% | -10.0% |
| 6M | +40.9% | -18.0% | +58.9% | +42.0% |
| YTD | +56.1% | -7.2% | +63.4% | +60.4% |
| All | +107.0% | +2.9% | +104.2% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling