+26.2%
KLAC vs WTW
+8.6%
+17.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.0% | -7.1% | -2.6% |
| 7D | -5.7% | +4.9% | -10.5% | -3.2% |
| 30D | -27.6% | +17.1% | -44.7% | -21.5% |
| 3M | -23.3% | -0.3% | -22.9% | -22.2% |
| 6M | -12.4% | +30.7% | -43.0% | +0.7% |
| YTD | +23.7% | +3.7% | +20.0% | +43.7% |
| 1Y | +26.2% | +5.9% | +20.3% | +46.7% |
| All | +26.2% | +8.6% | +17.6% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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