+288.8%
KLAC vs WEC
+42.2%
+246.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.8% | +2.2% |
| 7D | +10.6% | +0.8% | +9.8% | +10.9% |
| 30D | -4.5% | +0.3% | -4.8% | -4.4% |
| 3M | -10.3% | -2.9% | -7.3% | -11.1% |
| 6M | +40.9% | -5.9% | +46.8% | +38.5% |
| YTD | +56.1% | +4.1% | +52.0% | +58.2% |
| 1Y | +109.0% | +3.1% | +105.9% | +111.3% |
| 3Y | +288.8% | +40.8% | +248.1% | +347.9% |
| All | +288.8% | +42.2% | +246.6% | +347.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling