+189.6%
KLAC vs PLTU
+154.0%
+35.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -9.0% | +16.3% | +8.3% |
| 7D | +5.7% | -13.6% | +19.3% | +7.0% |
| 30D | -3.6% | +16.7% | -20.3% | -6.0% |
| 3M | -12.8% | +29.6% | -42.4% | -17.5% |
| 6M | +26.1% | -0.1% | +26.2% | +20.5% |
| YTD | +53.3% | -31.5% | +84.8% | +53.0% |
| 1Y | +113.7% | -19.7% | +133.4% | +104.9% |
| All | +189.6% | +154.0% | +35.5% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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