+18,229.0%
WDC vs KLAC
+164,721.3%
-146,492.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.3% | +1.4% |
| 7D | +6.0% | +10.6% | -4.6% | +1.8% |
| 30D | +9.9% | -4.5% | +14.4% | +12.0% |
| 3M | -9.4% | -10.3% | +0.9% | -5.2% |
| 6M | +94.7% | +40.9% | +53.8% | +71.5% |
| YTD | +177.4% | +56.1% | +121.3% | +135.6% |
| 1Y | +412.6% | +109.0% | +303.6% | +290.4% |
| 3Y | +1,359.8% | +288.8% | +1,070.9% | +767.6% |
| 5Y | +992.6% | +489.1% | +503.4% | +450.4% |
| 10Y | +1,245.5% | +3,041.8% | -1,796.3% | +279.8% |
| All | +18,229.0% | +164,721.3% | -146,492.2% | +1,348.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling