+89.3%
KLAC vs WPM
+46.6%
+42.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.2% |
| 7D | -2.7% | -0.6% | -2.1% | -2.5% |
| 30D | -13.2% | +14.4% | -27.6% | -17.9% |
| 3M | -25.0% | +37.0% | -62.0% | -34.8% |
| 6M | +23.6% | +4.1% | +19.5% | +19.2% |
| YTD | +49.2% | +31.7% | +17.5% | +38.0% |
| 1Y | +89.3% | +44.2% | +45.1% | +72.3% |
| All | +89.3% | +46.6% | +42.7% | +72.3% |
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