+18,223.1%
WDC vs KLAC
+164,721.3%
-146,498.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +0.8% | -5.2% |
| 6M | +94.7% | +40.9% | +53.8% | +71.4% |
| YTD | +177.3% | +56.1% | +121.2% | +135.5% |
| 1Y | +412.4% | +109.0% | +303.4% | +290.3% |
| 3Y | +1,359.3% | +288.8% | +1,070.5% | +767.3% |
| 5Y | +992.2% | +489.1% | +503.1% | +450.2% |
| 10Y | +1,245.1% | +3,041.8% | -1,796.7% | +279.6% |
| All | +18,223.1% | +164,721.3% | -146,498.1% | +1,348.1% |
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