+89.3%
KLAC vs WCN
-9.1%
+98.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.1% |
| 7D | -2.7% | -3.1% | +0.4% | -4.6% |
| 30D | -13.2% | -3.4% | -9.8% | -14.9% |
| 3M | -25.0% | +3.0% | -28.0% | -24.0% |
| 6M | +23.6% | -3.8% | +27.4% | +24.7% |
| YTD | +49.2% | -8.3% | +57.5% | +48.7% |
| 1Y | +89.3% | -9.7% | +99.1% | +95.3% |
| All | +89.3% | -9.1% | +98.5% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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