+267.2%
KLAC vs WU
-29.2%
+296.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.0% |
| 7D | +2.5% | -5.0% | +7.4% | +3.1% |
| 30D | -11.5% | -2.3% | -9.2% | -11.3% |
| 3M | -16.9% | -3.2% | -13.7% | -17.8% |
| 6M | +22.2% | -25.0% | +47.3% | +26.7% |
| YTD | +46.4% | -21.7% | +68.0% | +50.1% |
| 1Y | +91.0% | -9.0% | +100.0% | +88.0% |
| All | +267.2% | -29.2% | +296.3% | +267.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling