+2,986.0%
KLAC vs WMB
+315.8%
+2,670.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.9% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | -5.0% | +4.6% | -9.6% | -6.7% |
| 3M | -14.4% | +5.7% | -20.2% | -16.5% |
| 6M | +28.3% | +4.2% | +24.1% | +25.3% |
| YTD | +51.1% | +26.8% | +24.2% | +36.4% |
| 1Y | +100.4% | +34.7% | +65.7% | +75.8% |
| 3Y | +276.3% | +146.8% | +129.5% | +158.3% |
| 5Y | +452.1% | +285.0% | +167.0% | +216.2% |
| 10Y | +2,986.0% | +313.2% | +2,672.8% | +1,527.0% |
| All | +2,986.0% | +315.8% | +2,670.2% | +1,527.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 10y: compounded portfolio wealth divided by compounded WMB 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…
10y analysis · Full analysis span regression · 6 months rolling