+100.4%
KLAC vs PTC
-39.6%
+140.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -4.5% |
| 7D | +6.2% | -13.6% | +19.8% | +0.4% |
| 30D | -5.0% | -14.7% | +9.7% | -10.4% |
| 3M | -14.4% | -5.9% | -8.5% | -10.9% |
| 6M | +28.3% | -21.1% | +49.4% | +36.8% |
| YTD | +51.1% | -26.0% | +77.1% | +67.6% |
| 1Y | +100.4% | -36.8% | +137.2% | +166.4% |
| All | +100.4% | -39.6% | +140.0% | +166.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling