+452.1%
KLAC vs WCC
+228.2%
+223.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -2.5% |
| 7D | +6.2% | +6.8% | -0.6% | +2.7% |
| 30D | -5.0% | -3.0% | -2.0% | -3.5% |
| 3M | -14.4% | +0.2% | -14.6% | -13.9% |
| 6M | +28.3% | +33.2% | -4.9% | +11.4% |
| YTD | +51.1% | +45.8% | +5.3% | +25.7% |
| 1Y | +100.4% | +68.4% | +32.0% | +54.5% |
| 3Y | +276.3% | +131.1% | +145.2% | +131.2% |
| 5Y | +452.1% | +225.6% | +226.5% | +155.5% |
| All | +452.1% | +228.2% | +223.9% | +155.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling