+11,725.2%
KLAC vs PLD
+1,585.1%
+10,140.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.2% | +7.9% | +7.2% |
| 7D | -12.3% | -0.8% | -11.5% | -12.0% |
| 30D | -29.6% | -0.3% | -29.4% | -29.6% |
| 3M | -28.2% | -8.0% | -20.2% | -25.8% |
| 6M | -23.6% | -9.8% | -13.8% | -20.9% |
| YTD | +14.4% | +1.8% | +12.6% | +12.8% |
| 1Y | +15.4% | +5.6% | +9.8% | +12.0% |
| 3Y | +184.3% | +33.3% | +151.0% | +147.6% |
| 5Y | +248.9% | +0.3% | +248.6% | +237.9% |
| 10Y | +2,076.9% | +241.6% | +1,835.3% | +1,225.3% |
| All | +11,725.2% | +1,585.1% | +10,140.1% | +2,936.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling