+489.1%
KLAC vs WMB
+282.7%
+206.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.3% | -0.4% | +1.0% |
| 7D | +10.6% | +0.8% | +9.8% | +10.3% |
| 30D | -4.5% | +7.7% | -12.2% | -7.3% |
| 3M | -10.3% | +6.7% | -17.0% | -12.8% |
| 6M | +40.9% | +3.6% | +37.3% | +37.7% |
| YTD | +56.1% | +28.0% | +28.1% | +39.7% |
| 1Y | +109.0% | +37.6% | +71.4% | +80.1% |
| 3Y | +288.8% | +149.0% | +139.8% | +158.9% |
| 5Y | +489.1% | +285.3% | +203.8% | +247.8% |
| All | +489.1% | +282.7% | +206.5% | +247.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling