+26.2%
KLAC vs PSX
+97.5%
-71.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.5% | +0.4% | -5.1% |
| 7D | -5.7% | -5.2% | -0.5% | -6.7% |
| 30D | -27.6% | -3.7% | -23.8% | -27.9% |
| 3M | -23.3% | +26.8% | -50.0% | -17.8% |
| 6M | -12.4% | +47.3% | -59.7% | -1.1% |
| YTD | +23.7% | +105.4% | -81.7% | +41.8% |
| 1Y | +26.2% | +96.9% | -70.7% | +46.4% |
| All | +26.2% | +97.5% | -71.3% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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