+2,047.5%
KLAC vs PLD
+236.3%
+1,811.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +7.4% |
| 7D | -12.3% | -0.8% | -11.5% | -11.9% |
| 30D | -29.6% | -0.3% | -29.4% | -29.6% |
| 3M | -28.2% | -8.0% | -20.2% | -24.6% |
| 6M | -23.6% | -9.8% | -13.8% | -19.6% |
| YTD | +14.4% | +1.8% | +12.6% | +11.6% |
| 1Y | +15.4% | +5.6% | +9.8% | +9.9% |
| 3Y | +184.3% | +33.3% | +151.0% | +125.0% |
| 5Y | +248.9% | +0.3% | +248.6% | +224.5% |
| All | +2,047.5% | +236.3% | +1,811.3% | +940.5% |
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 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