+157,276.9%
KLAC vs WEC
+3,978.4%
+153,298.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.6% |
| 7D | +5.7% | -0.3% | +6.0% | +5.8% |
| 30D | -3.6% | -1.3% | -2.3% | -3.2% |
| 3M | -12.8% | -3.9% | -8.9% | -12.0% |
| 6M | +26.1% | -8.3% | +34.4% | +28.9% |
| YTD | +53.3% | +3.1% | +50.3% | +50.5% |
| 1Y | +113.7% | +1.9% | +111.7% | +110.1% |
| 3Y | +274.9% | +41.9% | +233.0% | +220.1% |
| 5Y | +470.1% | +30.8% | +439.4% | +393.8% |
| 10Y | +2,997.0% | +141.9% | +2,855.1% | +1,997.7% |
| All | +157,276.9% | +3,978.4% | +153,298.5% | +45,404.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling