+129,057.6%
KLAC vs WELL
+19,558.2%
+109,499.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.1% |
| 7D | +10.0% | +0.1% | +9.9% | +10.0% |
| 30D | -14.8% | +5.7% | -20.5% | -16.7% |
| 3M | -27.2% | +4.6% | -31.8% | -28.6% |
| 6M | -17.5% | +11.9% | -29.3% | -21.8% |
| YTD | +25.8% | +33.6% | -7.8% | +11.4% |
| 1Y | +31.8% | +29.8% | +2.1% | +17.8% |
| 3Y | +195.3% | +202.2% | -6.9% | +90.6% |
| 5Y | +285.9% | +223.2% | +62.7% | +140.0% |
| 10Y | +2,247.6% | +461.7% | +1,785.9% | +967.8% |
| All | +129,057.6% | +19,558.2% | +109,499.4% | +26,006.5% |
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