+113.7%
KLAC vs WPM
+53.7%
+59.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.7% |
| 7D | +5.7% | +1.1% | +4.7% | +5.2% |
| 30D | -3.6% | +26.4% | -30.0% | -12.6% |
| 3M | -12.8% | +20.8% | -33.6% | -20.0% |
| 6M | +26.1% | +1.1% | +24.9% | +23.0% |
| YTD | +53.3% | +32.5% | +20.9% | +41.3% |
| 1Y | +113.7% | +51.5% | +62.1% | +94.6% |
| All | +113.7% | +53.7% | +59.9% | +94.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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