+35.9%
KLAC vs PLD
+7.1%
+28.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.1% | +5.3% | +5.3% |
| 7D | +7.5% | -1.0% | +8.5% | +7.9% |
| 30D | -15.3% | -1.8% | -13.5% | -14.8% |
| 3M | -19.6% | -6.0% | -13.5% | -18.2% |
| 6M | -12.5% | -8.4% | -4.2% | -9.9% |
| YTD | +33.0% | +4.2% | +28.8% | +27.8% |
| 1Y | +35.9% | +6.2% | +29.7% | +31.2% |
| All | +35.9% | +7.1% | +28.8% | +31.2% |
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