+109.0%
KLAC vs PLD
+27.5%
+81.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.5% |
| 7D | +10.6% | -0.9% | +11.4% | +10.9% |
| 30D | -4.5% | -1.2% | -3.3% | -4.1% |
| 3M | -10.3% | -2.3% | -7.9% | -9.6% |
| 6M | +40.9% | +4.5% | +36.4% | +34.3% |
| YTD | +56.1% | +10.1% | +46.0% | +43.8% |
| 1Y | +109.0% | +25.9% | +83.1% | +72.6% |
| All | +109.0% | +27.5% | +81.6% | +72.6% |
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 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