+6.3%
KLAC vs WEC
+9.3%
-2.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | +0.2% | -13.5% | -13.2% |
| 7D | -22.5% | +3.2% | -25.7% | -21.1% |
| 30D | -34.3% | +14.7% | -48.9% | -29.4% |
| 3M | -32.6% | +10.2% | -42.8% | -28.8% |
| 6M | -24.9% | +4.5% | -29.4% | -23.0% |
| YTD | +7.2% | +15.1% | -7.9% | +13.1% |
| 1Y | +6.3% | +9.4% | -3.1% | +9.0% |
| All | +6.3% | +9.3% | -2.9% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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