+7,814.7%
KLAC vs WU
-19.6%
+7,834.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.7% |
| 7D | +5.7% | -0.8% | +6.6% | +6.1% |
| 30D | -3.6% | -1.1% | -2.5% | -3.4% |
| 3M | -12.8% | -3.9% | -9.0% | -13.3% |
| 6M | +26.1% | -20.7% | +46.7% | +35.4% |
| YTD | +53.3% | -18.4% | +71.7% | +62.0% |
| 1Y | +113.7% | -8.1% | +121.7% | +111.6% |
| 3Y | +274.9% | -24.2% | +299.0% | +292.7% |
| 5Y | +470.1% | -50.4% | +520.6% | +609.1% |
| 10Y | +2,997.0% | -40.0% | +3,037.0% | +3,353.1% |
| All | +7,814.7% | -19.6% | +7,834.3% | +6,455.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling