+195.9%
KLAC vs PLTD
-77.3%
+273.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +2.3% |
| 7D | +10.6% | +4.5% | +6.0% | +11.6% |
| 30D | -4.5% | -0.7% | -3.8% | -4.6% |
| 3M | -10.3% | -31.0% | +20.8% | -15.6% |
| 6M | +40.9% | -24.8% | +65.7% | +36.8% |
| YTD | +56.1% | -18.6% | +74.7% | +57.0% |
| 1Y | +109.0% | -31.8% | +140.8% | +103.1% |
| All | +195.9% | -77.3% | +273.2% | +123.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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