-28.0%
ORCL vs KLAC
+121.3%
-149.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +7.3% | -4.2% | +1.5% |
| 7D | +5.3% | +5.7% | -0.5% | +4.0% |
| 30D | +10.0% | -3.6% | +13.6% | +10.7% |
| 3M | -32.6% | -12.8% | -19.8% | -32.1% |
| 6M | +4.9% | +26.1% | -21.1% | -6.7% |
| YTD | -17.8% | +53.3% | -71.1% | -35.8% |
| 1Y | -28.0% | +113.7% | -141.7% | -54.6% |
| All | -28.0% | +121.3% | -149.3% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 1y: compounded portfolio wealth divided by compounded KLAC 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…
1y analysis · Full analysis span regression · 6 months rolling