+26.2%
KLAC vs WCC
+24.5%
+1.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -9.9% | +5.8% | +3.4% |
| 7D | -5.7% | -8.8% | +3.1% | +0.7% |
| 30D | -27.6% | -16.0% | -11.6% | -17.9% |
| 3M | -23.3% | -15.2% | -8.1% | -13.8% |
| 6M | -12.4% | -8.4% | -4.0% | -5.9% |
| YTD | +23.7% | +30.1% | -6.4% | +3.0% |
| 1Y | +26.2% | +26.4% | -0.3% | +5.7% |
| All | +26.2% | +24.5% | +1.7% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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