+548.8%
PLTR vs KLAC
+471.6%
+77.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.8% | +1.2% |
| 7D | 0.0% | +6.2% | -6.1% | -3.4% |
| 30D | -3.3% | -5.0% | +1.7% | -1.5% |
| 3M | +28.4% | -14.4% | +42.8% | +27.9% |
| 6M | +8.4% | +28.3% | -19.9% | -19.9% |
| YTD | -4.6% | +51.1% | -55.7% | -39.8% |
| 1Y | +4.4% | +100.4% | -96.0% | -46.3% |
| 3Y | +1,020.5% | +276.3% | +744.1% | +221.5% |
| 5Y | +548.8% | +452.1% | +96.7% | +28.0% |
| All | +548.8% | +471.6% | +77.2% | +28.0% |
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