+366.0%
WDC vs KLAC
+93.2%
+272.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.0% | -4.9% | -4.5% |
| 7D | -4.3% | -2.7% | -1.6% | -2.4% |
| 30D | -1.5% | -13.2% | +11.7% | +10.0% |
| 3M | -15.5% | -25.0% | +9.5% | +3.5% |
| 6M | +66.5% | +23.6% | +42.9% | +31.2% |
| YTD | +159.9% | +49.2% | +110.6% | +69.1% |
| 1Y | +366.0% | +89.3% | +276.6% | +154.7% |
| All | +366.0% | +93.2% | +272.7% | +154.7% |
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