+2,249.0%
KLAC vs PLUG
+25.0%
+2,224.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.4% | +5.9% | +8.8% |
| 7D | -1.1% | +14.5% | -15.6% | -3.0% |
| 30D | -22.6% | -10.7% | -11.9% | -21.2% |
| 3M | -23.5% | -31.2% | +7.7% | -19.2% |
| 6M | -18.8% | -51.9% | +33.1% | -10.2% |
| YTD | +25.0% | -23.9% | +48.9% | +27.5% |
| 1Y | +27.5% | -43.4% | +70.9% | +34.9% |
| 3Y | +206.1% | -74.7% | +280.8% | +207.7% |
| 5Y | +281.0% | -96.3% | +377.3% | +389.0% |
| 10Y | +2,249.0% | +20.0% | +2,229.0% | +1,892.7% |
| All | +2,249.0% | +25.0% | +2,224.0% | +1,892.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling