+267.2%
KLAC vs WY
-25.0%
+292.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.5% | -2.3% |
| 7D | +2.5% | -3.7% | +6.1% | +3.7% |
| 30D | -11.5% | -11.3% | -0.2% | -8.1% |
| 3M | -16.9% | -8.1% | -8.8% | -15.2% |
| 6M | +22.2% | -7.4% | +29.7% | +24.2% |
| YTD | +46.4% | -4.7% | +51.1% | +46.6% |
| 1Y | +91.0% | -9.2% | +100.2% | +95.0% |
| All | +267.2% | -25.0% | +292.2% | +279.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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