+26.2%
KLAC vs WELL
+37.3%
-11.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.8% | -6.9% | -3.4% |
| 7D | -5.7% | +9.2% | -14.8% | -3.6% |
| 30D | -27.6% | +10.6% | -38.2% | -25.9% |
| 3M | -23.3% | +7.5% | -30.8% | -21.9% |
| 6M | -12.4% | +15.0% | -27.4% | -9.2% |
| YTD | +23.7% | +35.0% | -11.3% | +24.3% |
| 1Y | +26.2% | +36.5% | -10.3% | +26.1% |
| All | +26.2% | +37.3% | -11.1% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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