+6,573.3%
KLAC vs PLUG
-99.1%
+6,672.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +7.4% | -0.7% | +5.9% |
| 7D | -12.3% | +5.8% | -18.1% | -12.8% |
| 30D | -29.6% | -18.5% | -11.1% | -28.0% |
| 3M | -28.2% | -30.0% | +1.7% | -25.3% |
| 6M | -23.6% | -56.2% | +32.6% | -16.5% |
| YTD | +14.4% | -26.4% | +40.8% | +16.6% |
| 1Y | +15.4% | -42.2% | +57.6% | +20.2% |
| 3Y | +184.3% | -76.8% | +261.1% | +188.2% |
| 5Y | +248.9% | -96.2% | +345.1% | +314.1% |
| 10Y | +2,076.9% | +2.1% | +2,074.8% | +1,549.6% |
| All | +6,573.3% | -99.1% | +6,672.3% | +4,426.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling