+10,801.9%
KLAC vs WCC
+1,563.0%
+9,238.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.5% | -2.6% |
| 7D | +10.0% | +9.9% | 0.0% | +6.5% |
| 30D | -14.8% | -8.4% | -6.4% | -11.6% |
| 3M | -27.2% | -10.3% | -16.8% | -23.8% |
| 6M | -17.5% | -10.5% | -7.0% | -12.9% |
| YTD | +25.8% | +32.2% | -6.4% | +15.8% |
| 1Y | +31.8% | +25.5% | +6.3% | +23.4% |
| 3Y | +195.3% | +134.7% | +60.6% | +116.5% |
| 5Y | +285.9% | +139.9% | +146.0% | +174.3% |
| 10Y | +2,247.6% | +433.5% | +1,814.1% | +1,069.4% |
| All | +10,801.9% | +1,563.0% | +9,238.9% | +2,492.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling