+157,277.0%
KLAC vs PTC
+6,346.6%
+150,930.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -6.0% | +13.4% | +9.4% |
| 7D | +5.7% | -10.3% | +16.0% | +9.4% |
| 30D | -3.6% | +1.1% | -4.8% | -4.6% |
| 3M | -12.8% | +1.6% | -14.4% | -15.8% |
| 6M | +26.1% | -13.5% | +39.5% | +27.7% |
| YTD | +53.3% | -19.1% | +72.4% | +58.1% |
| 1Y | +113.7% | -33.9% | +147.5% | +136.1% |
| 3Y | +274.9% | -3.9% | +278.8% | +262.3% |
| 5Y | +470.1% | +6.0% | +464.1% | +435.1% |
| 10Y | +2,997.0% | +223.7% | +2,773.3% | +1,882.7% |
| All | +157,277.0% | +6,346.6% | +150,930.3% | +22,988.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling