+15,681.5%
KLAC vs PWR
+8,583.6%
+7,097.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +7.1% |
| 7D | +5.7% | +3.6% | +2.1% | +4.6% |
| 30D | -3.6% | -8.6% | +5.0% | -1.0% |
| 3M | -12.8% | -13.2% | +0.4% | -8.5% |
| 6M | +26.1% | +9.9% | +16.2% | +22.9% |
| YTD | +53.3% | +48.0% | +5.3% | +37.2% |
| 1Y | +113.7% | +66.2% | +47.5% | +85.2% |
| 3Y | +274.9% | +195.1% | +79.8% | +175.2% |
| 5Y | +470.1% | +442.6% | +27.6% | +255.3% |
| 10Y | +2,997.0% | +2,334.2% | +662.8% | +1,205.4% |
| All | +15,681.5% | +8,583.6% | +7,097.9% | +3,969.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling