+128,260.6%
KLAC vs WEC
+4,410.0%
+123,850.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.1% | +8.2% | +8.9% |
| 7D | -1.1% | +0.2% | -1.3% | -1.3% |
| 30D | -22.6% | +12.9% | -35.5% | -25.9% |
| 3M | -23.5% | +9.8% | -33.3% | -26.1% |
| 6M | -18.8% | +6.7% | -25.6% | -21.2% |
| YTD | +25.0% | +14.0% | +11.1% | +18.3% |
| 1Y | +27.5% | +7.3% | +20.2% | +23.1% |
| 3Y | +206.1% | +63.8% | +142.4% | +148.5% |
| 5Y | +281.0% | +54.8% | +226.3% | +210.3% |
| 10Y | +2,249.0% | +185.7% | +2,063.3% | +1,399.8% |
| All | +128,260.6% | +4,410.0% | +123,850.6% | +35,672.0% |
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 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