+2,249.0%
KLAC vs PLD
+248.8%
+2,000.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.8% | +6.5% | +7.6% |
| 7D | -1.1% | +0.7% | -1.8% | -1.4% |
| 30D | -22.6% | +0.8% | -23.4% | -22.9% |
| 3M | -23.5% | -6.1% | -17.4% | -20.5% |
| 6M | -18.8% | -8.0% | -10.8% | -15.5% |
| YTD | +25.0% | +4.7% | +20.4% | +20.0% |
| 1Y | +27.5% | +7.2% | +20.3% | +20.5% |
| 3Y | +206.1% | +39.2% | +166.9% | +135.8% |
| 5Y | +281.0% | +1.9% | +279.1% | +251.5% |
| 10Y | +2,249.0% | +256.8% | +1,992.2% | +982.7% |
| All | +2,249.0% | +248.8% | +2,000.2% | +982.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling