+286.1%
KLAC vs PLD
+0.2%
+286.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.1% | -3.3% | -3.2% |
| 7D | +10.0% | +1.3% | +8.6% | +9.3% |
| 30D | -14.8% | -1.4% | -13.4% | -14.1% |
| 3M | -27.2% | -8.2% | -19.0% | -23.8% |
| 6M | -17.5% | -8.0% | -9.4% | -14.5% |
| YTD | +25.8% | +3.2% | +22.7% | +22.2% |
| 1Y | +31.8% | +7.0% | +24.8% | +25.4% |
| 3Y | +195.3% | +38.3% | +157.0% | +133.0% |
| All | +286.1% | +0.2% | +286.0% | +257.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling