+2,896.3%
KLAC vs PNC
+279.5%
+2,616.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.7% |
| 7D | -2.7% | -0.6% | -2.1% | -2.4% |
| 30D | -13.2% | -4.4% | -8.8% | -10.9% |
| 3M | -25.0% | +5.2% | -30.2% | -27.4% |
| 6M | +23.6% | +20.6% | +3.0% | +10.7% |
| YTD | +49.2% | +19.8% | +29.5% | +33.9% |
| 1Y | +89.3% | +24.4% | +64.9% | +65.8% |
| 3Y | +274.4% | +131.2% | +143.1% | +124.9% |
| 5Y | +440.9% | +53.1% | +387.8% | +307.5% |
| All | +2,896.3% | +279.5% | +2,616.8% | +1,379.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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