+206.1%
KLAC vs PWR
+245.6%
-39.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +9.4% | 0.0% | +2.8% |
| 7D | -1.1% | -4.8% | +3.7% | +1.9% |
| 30D | -22.6% | -16.2% | -6.4% | -12.9% |
| 3M | -23.5% | -11.9% | -11.6% | -17.2% |
| 6M | -18.8% | -20.6% | +1.8% | -5.2% |
| YTD | +25.0% | +40.3% | -15.2% | -1.7% |
| 1Y | +27.5% | +33.0% | -5.5% | +3.8% |
| 3Y | +206.1% | +250.0% | -43.9% | +23.5% |
| All | +206.1% | +245.6% | -39.5% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling