+113.7%
KLAC vs PLD
+27.5%
+86.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.1% | +7.6% |
| 7D | +5.7% | -2.4% | +8.1% | +6.6% |
| 30D | -3.6% | -2.4% | -1.2% | -2.8% |
| 3M | -12.8% | -3.8% | -9.0% | -11.6% |
| 6M | +26.1% | 0.0% | +26.0% | +23.4% |
| YTD | +53.3% | +9.2% | +44.1% | +41.5% |
| 1Y | +113.7% | +25.9% | +87.8% | +74.5% |
| All | +113.7% | +27.5% | +86.2% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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