+186.4%
KLAC vs PLTD
-77.2%
+263.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.1% |
| 7D | +6.2% | -0.9% | +7.1% | +5.9% |
| 30D | -5.0% | +1.3% | -6.3% | -4.6% |
| 3M | -14.4% | -32.9% | +18.5% | -20.1% |
| 6M | +28.3% | -24.9% | +53.2% | +24.5% |
| YTD | +51.1% | -18.2% | +69.3% | +52.1% |
| 1Y | +100.4% | -28.7% | +129.1% | +97.2% |
| All | +186.4% | -77.2% | +263.6% | +116.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling