+267.2%
KLAC vs WMT
+99.6%
+167.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +2.5% | -2.5% | +4.9% | +2.7% |
| 30D | -11.5% | -6.4% | -5.1% | -11.0% |
| 3M | -16.9% | -12.1% | -4.8% | -15.8% |
| 6M | +22.2% | -15.0% | +37.2% | +24.1% |
| YTD | +46.4% | -4.5% | +50.9% | +44.7% |
| 1Y | +91.0% | +6.2% | +84.8% | +83.4% |
| All | +267.2% | +99.6% | +167.6% | +205.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMT.
Daily Out/Under-Performance
Portfolio return minus WMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMT 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 3y: compounded portfolio wealth divided by compounded WMT 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…
3y analysis · Full analysis span regression · 6 months rolling