+129,625.8%
KLAC vs WMB
+5,064.3%
+124,561.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.5% | +0.8% |
| 7D | -2.1% | -6.9% | +4.9% | -0.6% |
| 30D | -21.8% | -7.2% | -14.6% | -20.5% |
| 3M | -20.5% | -5.4% | -15.1% | -19.6% |
| 6M | -18.0% | -4.9% | -13.1% | -17.2% |
| YTD | +26.4% | +14.7% | +11.7% | +22.9% |
| 1Y | +26.3% | +14.7% | +11.6% | +22.7% |
| 3Y | +193.3% | +116.4% | +76.9% | +152.4% |
| 5Y | +297.2% | +198.5% | +98.7% | +221.6% |
| 10Y | +2,288.0% | +266.3% | +2,021.7% | +1,710.5% |
| All | +129,625.8% | +5,064.3% | +124,561.5% | +54,096.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling