+2,986.0%
KLAC vs PWR
+2,367.8%
+618.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.0% |
| 7D | +6.2% | +2.7% | +3.5% | +4.5% |
| 30D | -5.0% | -5.1% | +0.1% | -1.9% |
| 3M | -14.4% | -9.4% | -5.0% | -8.4% |
| 6M | +28.3% | +10.4% | +17.9% | +19.6% |
| YTD | +51.1% | +48.6% | +2.4% | +17.3% |
| 1Y | +100.4% | +68.0% | +32.4% | +44.0% |
| 3Y | +276.3% | +204.7% | +71.6% | +81.4% |
| 5Y | +452.1% | +451.9% | +0.1% | +81.7% |
| 10Y | +2,986.0% | +2,425.3% | +560.6% | +307.5% |
| All | +2,986.0% | +2,367.8% | +618.1% | +307.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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