+113.7%
KLAC vs PSLV
+57.1%
+56.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.2% | +8.5% | +7.7% |
| 7D | +5.7% | -0.6% | +6.4% | +5.9% |
| 30D | -3.6% | +7.3% | -10.9% | -6.0% |
| 3M | -12.8% | -7.4% | -5.4% | -11.2% |
| 6M | +26.1% | -20.3% | +46.3% | +32.8% |
| YTD | +53.3% | -8.2% | +61.6% | +58.2% |
| 1Y | +113.7% | +57.9% | +55.7% | +93.1% |
| All | +113.7% | +57.1% | +56.5% | +93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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