+33,471.2%
ORCL vs KLAC
+161,773.4%
-128,302.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +7.3% | -4.2% | +0.6% |
| 7D | +5.3% | +5.7% | -0.5% | +3.3% |
| 30D | +10.0% | -3.6% | +13.6% | +11.1% |
| 3M | -32.6% | -12.8% | -19.8% | -31.6% |
| 6M | +4.9% | +26.1% | -21.1% | -7.1% |
| YTD | -17.8% | +53.3% | -71.1% | -32.6% |
| 1Y | -28.0% | +113.7% | -141.7% | -47.4% |
| 3Y | +36.0% | +274.9% | -238.9% | -20.2% |
| 5Y | +88.7% | +470.1% | -381.4% | -7.8% |
| 10Y | +346.9% | +2,997.0% | -2,650.1% | +11.5% |
| All | +33,471.2% | +161,773.4% | -128,302.2% | +2,287.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling