+129,057.7%
KLAC vs SHW
+21,699.3%
+107,358.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +10.0% | +1.9% | +8.1% | +9.2% |
| 30D | -14.8% | +8.1% | -22.9% | -18.3% |
| 3M | -27.2% | -2.8% | -24.4% | -26.8% |
| 6M | -17.5% | +15.0% | -32.5% | -24.0% |
| YTD | +25.8% | +9.0% | +16.8% | +18.8% |
| 1Y | +31.8% | +4.5% | +27.3% | +26.8% |
| 3Y | +195.3% | +41.9% | +153.4% | +144.3% |
| 5Y | +285.9% | +10.7% | +275.2% | +251.8% |
| 10Y | +2,247.6% | +340.4% | +1,907.2% | +1,065.7% |
| All | +129,057.7% | +21,699.3% | +107,358.4% | +15,130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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