+433.3%
KLAC vs PTEN
+87.9%
+345.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.1% |
| 3M | -25.0% | +12.7% | -37.7% | -27.4% |
| 6M | +23.6% | +33.1% | -9.5% | +13.8% |
| YTD | +49.2% | +116.4% | -67.2% | +22.5% |
| 1Y | +89.3% | +141.2% | -51.8% | +50.7% |
| 3Y | +274.4% | -3.8% | +278.2% | +244.4% |
| All | +433.3% | +87.9% | +345.4% | +321.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling