+2,896.3%
KLAC vs PTEN
-15.6%
+2,911.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.3% | +2.0% |
| 7D | -2.7% | +3.5% | -6.1% | -3.3% |
| 30D | -13.2% | +17.5% | -30.7% | -15.8% |
| 3M | -25.0% | +12.7% | -37.7% | -27.1% |
| 6M | +23.6% | +33.1% | -9.5% | +15.2% |
| YTD | +49.2% | +116.4% | -67.2% | +26.9% |
| 1Y | +89.3% | +141.2% | -51.8% | +57.0% |
| 3Y | +274.4% | -3.8% | +278.2% | +253.7% |
| 5Y | +440.9% | +92.7% | +348.2% | +335.7% |
| All | +2,896.3% | -15.6% | +2,911.9% | +1,990.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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