+2,323.7%
KLAC vs PLD
+268.0%
+2,055.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.6% |
| 7D | +21.2% | 0.0% | +21.2% | +21.3% |
| 30D | -14.5% | -3.7% | -10.8% | -12.4% |
| 3M | -24.4% | -7.9% | -16.5% | -20.5% |
| 6M | -12.9% | -9.2% | -3.7% | -8.7% |
| YTD | +29.9% | +3.1% | +26.9% | +25.9% |
| 1Y | +31.9% | +6.2% | +25.7% | +25.3% |
| 3Y | +201.5% | +35.4% | +166.1% | +136.0% |
| 5Y | +298.6% | +0.1% | +298.5% | +271.7% |
| All | +2,323.7% | +268.0% | +2,055.7% | +965.7% |
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