+157,276.9%
KLAC vs WELL
+18,826.3%
+138,450.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.1% | +9.4% | +8.1% |
| 7D | +5.7% | -0.8% | +6.5% | +5.9% |
| 30D | -3.6% | -0.1% | -3.5% | -3.8% |
| 3M | -12.8% | +18.0% | -30.8% | -18.8% |
| 6M | +26.1% | +15.0% | +11.1% | +18.4% |
| YTD | +53.3% | +28.6% | +24.7% | +38.1% |
| 1Y | +113.7% | +42.9% | +70.8% | +84.8% |
| 3Y | +274.9% | +203.0% | +71.9% | +142.1% |
| 5Y | +470.1% | +206.9% | +263.3% | +261.0% |
| 10Y | +2,997.0% | +339.5% | +2,657.5% | +1,448.8% |
| All | +157,276.9% | +18,826.3% | +138,450.6% | +32,251.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling