+7,194.4%
KLAC vs PLUG
-99.0%
+7,293.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +3.4% | +5.9% | +8.9% |
| 7D | -1.1% | +14.5% | -15.6% | -2.5% |
| 30D | -22.6% | -10.7% | -11.9% | -21.5% |
| 3M | -23.5% | -31.2% | +7.7% | -20.2% |
| 6M | -18.8% | -51.9% | +33.1% | -12.2% |
| YTD | +25.0% | -23.9% | +48.9% | +27.0% |
| 1Y | +27.5% | -43.4% | +70.9% | +33.2% |
| 3Y | +206.1% | -74.7% | +280.8% | +207.4% |
| 5Y | +281.0% | -96.3% | +377.3% | +353.5% |
| 10Y | +2,249.0% | +20.0% | +2,229.0% | +1,653.8% |
| All | +7,194.4% | -99.0% | +7,293.4% | +4,830.6% |
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