+991.6%
WDC vs KLAC
+471.6%
+519.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +3.2% |
| 7D | +7.5% | +6.2% | +1.3% | +3.1% |
| 30D | +10.1% | -5.0% | +15.1% | +13.8% |
| 3M | -6.8% | -14.4% | +7.6% | +2.1% |
| 6M | +84.1% | +28.3% | +55.8% | +54.5% |
| YTD | +180.3% | +51.1% | +129.2% | +112.0% |
| 1Y | +411.1% | +100.4% | +310.7% | +225.9% |
| 3Y | +1,375.0% | +276.3% | +1,098.7% | +508.6% |
| 5Y | +991.6% | +452.1% | +539.5% | +241.8% |
| All | +991.6% | +471.6% | +519.9% | +241.8% |
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