+89.3%
KLAC vs PSA
+6.8%
+82.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.3% | +1.9% |
| 7D | -2.7% | -1.8% | -0.8% | -2.5% |
| 30D | -13.2% | -8.4% | -4.8% | -12.3% |
| 3M | -25.0% | -7.8% | -17.2% | -24.6% |
| 6M | +23.6% | +0.8% | +22.8% | +18.9% |
| YTD | +49.2% | +16.5% | +32.7% | +43.4% |
| 1Y | +89.3% | +4.7% | +84.6% | +78.3% |
| All | +89.3% | +6.8% | +82.5% | +78.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling