+651.6%
PLTR vs KLAC
+299.3%
+352.2%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.7% |
| 7D | +10.7% | +21.2% | -10.5% | +0.3% |
| 30D | -17.8% | -14.5% | -3.3% | -11.5% |
| 3M | +0.3% | -24.4% | +24.7% | +13.4% |
| 6M | +26.2% | -12.9% | +39.1% | +18.7% |
| YTD | -3.5% | +29.9% | -33.4% | -34.9% |
| 1Y | -6.8% | +31.9% | -38.7% | -37.8% |
| 3Y | +772.3% | +201.5% | +570.8% | +183.5% |
| 5Y | +651.6% | +298.6% | +353.0% | +82.1% |
| All | +651.6% | +299.3% | +352.2% | +82.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling