+489.1%
KLAC vs PTC
+1.8%
+487.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.5% | +7.3% | +4.1% |
| 7D | +10.6% | -12.8% | +23.4% | +16.6% |
| 30D | -4.5% | -9.8% | +5.3% | -1.1% |
| 3M | -10.3% | -2.1% | -8.2% | -12.6% |
| 6M | +40.9% | -18.1% | +59.0% | +51.0% |
| YTD | +56.1% | -23.5% | +79.6% | +73.2% |
| 1Y | +109.0% | -37.4% | +146.4% | +164.6% |
| 3Y | +288.8% | -7.2% | +296.1% | +252.3% |
| 5Y | +489.1% | +2.7% | +486.5% | +369.7% |
| All | +489.1% | +1.8% | +487.3% | +369.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PTC 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling