+133,280.3%
KLAC vs WELL
+19,596.0%
+113,684.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.0% |
| 7D | +21.2% | +0.1% | +21.0% | +21.2% |
| 30D | -14.5% | +6.8% | -21.3% | -16.7% |
| 3M | -24.4% | +6.7% | -31.1% | -26.4% |
| 6M | -12.9% | +13.8% | -26.8% | -18.1% |
| YTD | +29.9% | +33.8% | -3.9% | +15.0% |
| 1Y | +31.9% | +29.6% | +2.3% | +17.9% |
| 3Y | +201.5% | +203.1% | -1.6% | +94.4% |
| 5Y | +298.6% | +223.8% | +74.7% | +147.6% |
| 10Y | +2,324.4% | +462.8% | +1,861.6% | +1,002.0% |
| All | +133,280.3% | +19,596.0% | +113,684.4% | +26,840.8% |
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