+26.2%
KLAC vs SONY
-6.4%
+32.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.2% | -6.3% | -3.8% |
| 7D | -5.7% | +2.9% | -8.6% | -5.3% |
| 30D | -27.6% | +10.2% | -37.8% | -27.0% |
| 3M | -23.3% | +16.1% | -39.4% | -23.1% |
| 6M | -12.4% | +32.1% | -44.5% | -16.4% |
| YTD | +23.7% | +1.4% | +22.4% | +28.6% |
| 1Y | +26.2% | -7.0% | +33.2% | +33.4% |
| All | +26.2% | -6.4% | +32.6% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling