+447.7%
KLAC vs WPM
+266.2%
+181.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.5% |
| 7D | +6.2% | +3.9% | +2.3% | +5.0% |
| 30D | -5.0% | +17.7% | -22.7% | -9.7% |
| 3M | -14.4% | +39.4% | -53.8% | -22.9% |
| 6M | +28.3% | +6.4% | +21.9% | +24.1% |
| YTD | +51.1% | +34.0% | +17.1% | +38.8% |
| 1Y | +100.4% | +50.5% | +49.9% | +78.6% |
| 3Y | +276.3% | +280.3% | -4.0% | +161.7% |
| All | +447.7% | +266.2% | +181.6% | +257.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling