+452.1%
KLAC vs WEC
+30.7%
+421.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.3% |
| 7D | +6.2% | +0.4% | +5.8% | +6.2% |
| 30D | -5.0% | +0.9% | -5.9% | -4.9% |
| 3M | -14.4% | -5.3% | -9.1% | -14.8% |
| 6M | +28.3% | -6.6% | +34.9% | +27.8% |
| YTD | +51.1% | +3.3% | +47.8% | +50.7% |
| 1Y | +100.4% | +2.1% | +98.3% | +99.8% |
| 3Y | +276.3% | +39.6% | +236.8% | +272.4% |
| 5Y | +452.1% | +31.2% | +420.9% | +437.4% |
| All | +452.1% | +30.7% | +421.4% | +437.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling