-49.5%
ORCL vs KLAC
+25.7%
-75.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | -1.0% |
| 7D | -14.4% | -5.7% | -8.7% | -13.2% |
| 30D | -12.8% | -27.6% | +14.7% | -6.7% |
| 3M | -14.8% | -23.3% | +8.5% | -10.1% |
| 6M | -30.9% | -12.4% | -18.5% | -31.3% |
| YTD | -35.7% | +23.7% | -59.4% | -47.3% |
| 1Y | -49.5% | +26.2% | -75.7% | -59.2% |
| All | -49.5% | +25.7% | -75.2% | -59.2% |
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