+157,276.9%
KLAC vs SHW
+20,643.9%
+136,633.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +7.1% |
| 7D | +5.7% | -3.2% | +9.0% | +7.4% |
| 30D | -3.6% | -9.5% | +5.9% | +0.9% |
| 3M | -12.8% | +11.5% | -24.3% | -18.0% |
| 6M | +26.1% | -3.5% | +29.6% | +26.9% |
| YTD | +53.3% | +3.7% | +49.6% | +49.2% |
| 1Y | +113.7% | -7.9% | +121.6% | +118.6% |
| 3Y | +274.9% | +24.7% | +250.2% | +231.3% |
| 5Y | +470.1% | +13.6% | +456.6% | +417.2% |
| 10Y | +2,997.0% | +283.0% | +2,714.1% | +1,537.7% |
| All | +157,276.9% | +20,643.9% | +136,633.0% | +19,027.7% |
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