+153,071.2%
KLAC vs WMT
+9,496.5%
+143,574.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.6% | +1.4% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -13.2% | -7.4% | -5.7% | -10.5% |
| 3M | -25.0% | -10.9% | -14.1% | -22.0% |
| 6M | +23.6% | -12.7% | +36.3% | +29.0% |
| YTD | +49.2% | -3.2% | +52.4% | +48.0% |
| 1Y | +89.3% | +5.3% | +84.1% | +79.5% |
| 3Y | +274.4% | +101.9% | +172.5% | +158.3% |
| 5Y | +440.9% | +134.6% | +306.4% | +242.8% |
| 10Y | +2,947.7% | +440.4% | +2,507.3% | +1,203.4% |
| All | +153,071.2% | +9,496.5% | +143,574.7% | +16,097.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling