+154,996.0%
KLAC vs PNC
+4,015.6%
+150,980.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.8% |
| 7D | +6.2% | -0.7% | +6.9% | +6.5% |
| 30D | -5.0% | -4.4% | -0.6% | -3.2% |
| 3M | -14.4% | +4.5% | -18.9% | -16.1% |
| 6M | +28.3% | +19.1% | +9.2% | +19.2% |
| YTD | +51.1% | +18.0% | +33.1% | +40.8% |
| 1Y | +100.4% | +24.1% | +76.3% | +82.7% |
| 3Y | +276.3% | +130.0% | +146.3% | +163.9% |
| 5Y | +452.1% | +50.4% | +401.7% | +356.7% |
| 10Y | +2,986.0% | +271.3% | +2,714.7% | +1,649.4% |
| All | +154,996.0% | +4,015.6% | +150,980.4% | +29,272.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling