+452.1%
KLAC vs PINS
-66.4%
+518.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -9.2% | +6.0% | -1.1% |
| 7D | +6.2% | -13.9% | +20.0% | +9.7% |
| 30D | -5.0% | -25.0% | +20.0% | +1.1% |
| 3M | -14.4% | -16.6% | +2.2% | -12.0% |
| 6M | +28.3% | -7.0% | +35.3% | +27.3% |
| YTD | +51.1% | -29.4% | +80.5% | +59.4% |
| 1Y | +100.4% | -49.9% | +150.3% | +129.6% |
| 3Y | +276.3% | -33.6% | +310.0% | +277.4% |
| 5Y | +452.1% | -66.8% | +518.9% | +438.1% |
| All | +452.1% | -66.4% | +518.4% | +438.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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