+3,041.8%
KLAC vs PLD
+238.6%
+2,803.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.3% |
| 7D | +10.6% | -0.9% | +11.4% | +11.1% |
| 30D | -4.5% | -1.2% | -3.3% | -3.9% |
| 3M | -10.3% | -2.3% | -7.9% | -10.0% |
| 6M | +40.9% | +4.5% | +36.4% | +35.6% |
| YTD | +56.1% | +10.1% | +46.0% | +45.4% |
| 1Y | +109.0% | +25.9% | +83.1% | +79.2% |
| 3Y | +288.8% | +24.4% | +264.4% | +223.3% |
| 5Y | +489.1% | +15.5% | +473.7% | +400.8% |
| 10Y | +3,041.8% | +240.3% | +2,801.5% | +1,396.6% |
| All | +3,041.8% | +238.6% | +2,803.2% | +1,396.6% |
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