+15,747.8%
KLAC vs PLD
+1,708.5%
+14,039.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.1% | +7.6% |
| 7D | +5.7% | -2.4% | +8.1% | +6.7% |
| 30D | -3.6% | -2.4% | -1.2% | -2.7% |
| 3M | -12.8% | -3.8% | -9.0% | -12.1% |
| 6M | +26.1% | 0.0% | +26.0% | +25.3% |
| YTD | +53.3% | +9.2% | +44.1% | +46.9% |
| 1Y | +113.7% | +25.9% | +87.8% | +93.3% |
| 3Y | +274.9% | +21.3% | +253.6% | +238.4% |
| 5Y | +470.1% | +14.1% | +456.0% | +423.5% |
| 10Y | +2,997.0% | +237.9% | +2,759.1% | +1,783.2% |
| All | +15,747.8% | +1,708.5% | +14,039.2% | +3,854.6% |
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 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