+270.8%
KLAC vs PLD
+21.6%
+249.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.1% | +7.6% |
| 7D | +5.7% | -2.4% | +8.1% | +6.8% |
| 30D | -3.6% | -2.4% | -1.2% | -2.6% |
| 3M | -12.8% | -3.8% | -9.0% | -12.0% |
| 6M | +26.1% | 0.0% | +26.0% | +24.9% |
| YTD | +53.3% | +9.2% | +44.1% | +45.5% |
| 1Y | +113.7% | +25.9% | +87.8% | +89.6% |
| All | +270.8% | +21.6% | +249.2% | +195.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling