+2,247.0%
KLAC vs PSA
+132.6%
+2,114.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -2.9% | -3.1% |
| 7D | +10.0% | -1.4% | +11.4% | +10.6% |
| 30D | -14.8% | +15.2% | -30.0% | -19.3% |
| 3M | -27.2% | +2.2% | -29.4% | -28.0% |
| 6M | -17.5% | +11.7% | -29.1% | -21.7% |
| YTD | +25.8% | +32.0% | -6.2% | +11.7% |
| 1Y | +31.8% | +26.3% | +5.5% | +18.9% |
| 3Y | +195.3% | +52.4% | +142.9% | +138.8% |
| 5Y | +285.9% | +26.3% | +259.7% | +234.3% |
| All | +2,247.0% | +132.6% | +2,114.4% | +1,402.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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