+146.3%
KLAC vs PLTD
-78.0%
+224.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.2% |
| 7D | +21.2% | -9.8% | +30.9% | +18.5% |
| 30D | -14.5% | +18.9% | -33.4% | -10.4% |
| 3M | -24.4% | -4.2% | -20.1% | -24.1% |
| 6M | -12.9% | -34.8% | +21.9% | -18.1% |
| YTD | +29.9% | -21.1% | +51.1% | +31.4% |
| 1Y | +31.9% | -19.3% | +51.2% | +35.3% |
| All | +146.3% | -78.0% | +224.3% | +87.1% |
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