+11,253.4%
WDC vs KLAC
+132,747.8%
-121,494.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.2% | -1.8% | -3.7% |
| 7D | +12.1% | +10.0% | +2.1% | +8.1% |
| 30D | -18.8% | -14.8% | -4.0% | -12.6% |
| 3M | -39.3% | -27.2% | -12.1% | -30.5% |
| 6M | -40.1% | -17.5% | -22.7% | -34.6% |
| YTD | +71.8% | +25.8% | +46.0% | +60.2% |
| 1Y | +88.5% | +31.8% | +56.6% | +73.0% |
| 3Y | +770.0% | +195.3% | +574.7% | +482.3% |
| 5Y | +549.0% | +285.9% | +263.1% | +288.6% |
| 10Y | +650.3% | +2,247.6% | -1,597.3% | +138.5% |
| All | +11,253.4% | +132,747.8% | -121,494.4% | +885.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling