+2,986.0%
KLAC vs PTC
+196.2%
+2,789.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -1.6% |
| 7D | +6.2% | -13.6% | +19.8% | +13.7% |
| 30D | -5.0% | -14.7% | +9.7% | +2.0% |
| 3M | -14.4% | -5.9% | -8.5% | -15.8% |
| 6M | +28.3% | -21.1% | +49.4% | +38.2% |
| YTD | +51.1% | -26.0% | +77.1% | +67.4% |
| 1Y | +100.4% | -36.8% | +137.2% | +143.9% |
| 3Y | +276.3% | -10.3% | +286.6% | +258.2% |
| 5Y | +452.1% | +1.2% | +450.9% | +383.3% |
| 10Y | +2,986.0% | +198.3% | +2,787.7% | +1,406.2% |
| All | +2,986.0% | +196.2% | +2,789.8% | +1,406.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling