+470.0%
KLAC vs PDD
-22.7%
+492.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.2% |
| 7D | +5.7% | -4.1% | +9.8% | +6.5% |
| 30D | -3.6% | -9.6% | +6.0% | -2.1% |
| 3M | -12.8% | -4.3% | -8.5% | -12.7% |
| 6M | +26.1% | -18.8% | +44.8% | +29.9% |
| YTD | +53.3% | -27.5% | +80.8% | +61.3% |
| 1Y | +113.7% | -33.6% | +147.3% | +128.5% |
| 3Y | +274.9% | -20.4% | +295.3% | +273.7% |
| All | +470.0% | -22.7% | +492.7% | +449.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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