+489.1%
KLAC vs PWR
+458.8%
+30.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.5% | +0.3% |
| 7D | +10.6% | +4.5% | +6.1% | +7.4% |
| 30D | -4.5% | -4.9% | +0.4% | -1.4% |
| 3M | -10.3% | -7.9% | -2.4% | -4.6% |
| 6M | +40.9% | +18.3% | +22.5% | +25.1% |
| YTD | +56.1% | +51.5% | +4.6% | +18.0% |
| 1Y | +109.0% | +70.3% | +38.7% | +46.3% |
| 3Y | +288.8% | +210.6% | +78.2% | +77.2% |
| 5Y | +489.1% | +456.7% | +32.5% | +70.7% |
| All | +489.1% | +458.8% | +30.3% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling