+190.6%
KLAC vs PLTD
-77.8%
+268.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +8.3% |
| 7D | +5.7% | +5.9% | -0.2% | +7.1% |
| 30D | -3.6% | -11.6% | +8.0% | -6.0% |
| 3M | -12.8% | -29.9% | +17.1% | -17.4% |
| 6M | +26.1% | -28.5% | +54.6% | +20.8% |
| YTD | +53.3% | -20.4% | +73.7% | +53.4% |
| 1Y | +113.7% | -33.3% | +146.9% | +106.7% |
| All | +190.6% | -77.8% | +268.4% | +118.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling