+3,041.8%
KLAC vs PLUG
+56.9%
+2,984.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.1% | -2.3% | +1.2% |
| 7D | +10.6% | +8.1% | +2.5% | +9.4% |
| 30D | -4.5% | +3.7% | -8.2% | -5.0% |
| 3M | -10.3% | -29.2% | +18.9% | -5.8% |
| 6M | +40.9% | +6.1% | +34.8% | +38.4% |
| YTD | +56.1% | +14.7% | +41.4% | +49.9% |
| 1Y | +109.0% | +56.9% | +52.1% | +86.5% |
| 3Y | +288.8% | -71.6% | +360.4% | +284.2% |
| 5Y | +489.1% | -91.0% | +580.2% | +562.5% |
| 10Y | +3,041.8% | +55.9% | +2,985.9% | +2,370.1% |
| All | +3,041.8% | +56.9% | +2,984.8% | +2,370.1% |
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