+89.3%
KLAC vs WELL
+42.1%
+47.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +1.9% |
| 7D | -2.7% | -0.2% | -2.4% | -2.7% |
| 30D | -13.2% | +2.3% | -15.5% | -13.1% |
| 3M | -25.0% | +12.3% | -37.3% | -25.5% |
| 6M | +23.6% | +15.6% | +8.0% | +21.4% |
| YTD | +49.2% | +28.3% | +20.9% | +42.2% |
| 1Y | +89.3% | +41.9% | +47.4% | +65.7% |
| All | +89.3% | +42.1% | +47.2% | +65.7% |
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