+157,277.0%
KLAC vs PCG
+103.4%
+157,173.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.4% | +4.9% | +7.0% |
| 7D | +5.7% | -13.9% | +19.6% | +7.6% |
| 30D | -3.6% | -16.9% | +13.2% | -1.4% |
| 3M | -12.8% | -14.7% | +1.9% | -11.4% |
| 6M | +26.1% | -23.8% | +49.9% | +30.2% |
| YTD | +53.3% | -10.5% | +63.8% | +54.4% |
| 1Y | +113.7% | -5.1% | +118.8% | +112.9% |
| 3Y | +274.9% | -11.6% | +286.5% | +273.8% |
| 5Y | +470.1% | +59.0% | +411.1% | +419.0% |
| 10Y | +2,997.0% | -75.7% | +3,072.7% | +3,069.2% |
| All | +157,277.0% | +103.4% | +157,173.6% | +81,892.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling