+91.0%
KLAC vs PWR
+62.4%
+28.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.2% |
| 7D | +2.5% | -0.2% | +2.7% | +2.7% |
| 30D | -11.5% | -7.7% | -3.8% | -6.4% |
| 3M | -16.9% | -4.9% | -12.0% | -11.7% |
| 6M | +22.2% | +9.7% | +12.5% | +14.3% |
| YTD | +46.4% | +46.7% | -0.3% | +8.6% |
| 1Y | +91.0% | +58.7% | +32.3% | +37.6% |
| All | +91.0% | +62.4% | +28.6% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling