+13,425.8%
KLAC vs WCC
+1,758.7%
+11,667.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.5% | -0.7% | +1.0% |
| 7D | +10.6% | +8.5% | +2.1% | +7.5% |
| 30D | -4.5% | -1.0% | -3.5% | -4.2% |
| 3M | -10.3% | +2.1% | -12.4% | -10.3% |
| 6M | +40.9% | +36.8% | +4.1% | +27.1% |
| YTD | +56.1% | +47.7% | +8.4% | +37.4% |
| 1Y | +109.0% | +66.5% | +42.5% | +76.0% |
| 3Y | +288.8% | +134.2% | +154.7% | +182.4% |
| 5Y | +489.1% | +231.6% | +257.5% | +273.8% |
| 10Y | +3,041.8% | +508.1% | +2,533.7% | +1,381.4% |
| All | +13,425.8% | +1,758.7% | +11,667.1% | +2,974.8% |
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