+2,381.5%
KLAC vs PTC
+317.3%
+2,064.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.2% | +5.5% | +5.3% |
| 7D | +7.5% | +0.5% | +7.0% | +7.3% |
| 30D | -15.3% | +0.9% | -16.2% | -15.6% |
| 3M | -19.6% | +30.4% | -50.0% | -31.9% |
| 6M | -12.5% | +34.4% | -46.9% | -29.7% |
| YTD | +33.0% | +12.6% | +20.4% | +16.6% |
| 1Y | +35.9% | +10.2% | +25.7% | +20.5% |
| 3Y | +208.6% | +29.4% | +179.3% | +139.9% |
| 5Y | +309.5% | +63.7% | +245.8% | +174.1% |
| 10Y | +2,381.5% | +316.9% | +2,064.7% | +834.1% |
| All | +2,381.5% | +317.3% | +2,064.2% | +834.1% |
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