+154,996.0%
KLAC vs WY
+673.4%
+154,322.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.0% |
| 7D | +6.2% | -1.7% | +7.9% | +7.0% |
| 30D | -5.0% | -9.9% | +4.9% | -0.8% |
| 3M | -14.4% | -7.5% | -6.9% | -12.2% |
| 6M | +28.3% | -5.1% | +33.4% | +29.9% |
| YTD | +51.1% | -2.1% | +53.2% | +50.4% |
| 1Y | +100.4% | -7.3% | +107.7% | +103.4% |
| 3Y | +276.3% | -22.6% | +299.0% | +306.6% |
| 5Y | +452.1% | -19.8% | +471.9% | +489.0% |
| 10Y | +2,986.0% | +9.6% | +2,976.4% | +2,639.2% |
| All | +154,996.0% | +673.4% | +154,322.6% | +67,959.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling