+2,896.3%
KLAC vs WCC
+541.6%
+2,354.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.8% | +0.3% |
| 7D | -2.7% | +1.5% | -4.2% | -3.3% |
| 30D | -13.2% | -2.1% | -11.0% | -12.3% |
| 3M | -25.0% | +3.8% | -28.8% | -25.7% |
| 6M | +23.6% | +35.0% | -11.4% | +9.0% |
| YTD | +49.2% | +46.4% | +2.9% | +27.3% |
| 1Y | +89.3% | +63.0% | +26.3% | +53.5% |
| 3Y | +274.4% | +133.9% | +140.4% | +148.3% |
| 5Y | +440.9% | +226.5% | +214.4% | +201.9% |
| All | +2,896.3% | +541.6% | +2,354.7% | +1,024.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling