+100.4%
KLAC vs WMB
+35.6%
+64.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.2% |
| 7D | +6.2% | 0.0% | +6.2% | +6.2% |
| 30D | -5.0% | +4.6% | -9.6% | -5.1% |
| 3M | -14.4% | +5.7% | -20.2% | -14.8% |
| 6M | +28.3% | +4.2% | +24.1% | +27.0% |
| YTD | +51.1% | +26.8% | +24.2% | +50.5% |
| 1Y | +100.4% | +34.7% | +65.7% | +103.4% |
| All | +100.4% | +35.6% | +64.8% | +103.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling