+288.8%
KLAC vs PFE
-1.5%
+290.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.1% |
| 7D | +10.6% | -2.7% | +13.2% | +10.9% |
| 30D | -4.5% | +3.8% | -8.3% | -5.0% |
| 3M | -10.3% | +10.4% | -20.6% | -11.4% |
| 6M | +40.9% | +6.3% | +34.6% | +39.9% |
| YTD | +56.1% | +17.4% | +38.7% | +52.3% |
| 1Y | +109.0% | +21.1% | +87.9% | +102.8% |
| 3Y | +288.8% | -1.6% | +290.4% | +280.9% |
| All | +288.8% | -1.5% | +290.4% | +280.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 3y: compounded portfolio wealth divided by compounded PFE 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…
3y analysis · Full analysis span regression · 6 months rolling