+430.6%
KLAC vs WU
-51.6%
+482.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.0% |
| 7D | +2.5% | -5.0% | +7.4% | +3.6% |
| 30D | -11.5% | -2.3% | -9.2% | -11.2% |
| 3M | -16.9% | -3.2% | -13.7% | -17.7% |
| 6M | +22.2% | -25.0% | +47.3% | +29.3% |
| YTD | +46.4% | -21.7% | +68.0% | +52.6% |
| 1Y | +91.0% | -9.0% | +100.0% | +89.0% |
| 3Y | +264.6% | -28.9% | +293.4% | +280.4% |
| 5Y | +430.6% | -51.0% | +481.6% | +509.4% |
| All | +430.6% | -51.6% | +482.2% | +509.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling