+30,513.3%
AVGO vs KLAC
+8,474.4%
+22,038.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.2% | -1.6% | -2.9% |
| 7D | +18.2% | +10.0% | +8.2% | +11.7% |
| 30D | +0.2% | -14.8% | +15.0% | +9.5% |
| 3M | -16.8% | -27.2% | +10.4% | -1.1% |
| 6M | -16.5% | -17.5% | +1.0% | -12.9% |
| YTD | +0.8% | +25.8% | -25.0% | -21.9% |
| 1Y | +2.8% | +31.8% | -29.0% | -22.5% |
| 3Y | +278.5% | +195.3% | +83.3% | +74.1% |
| 5Y | +573.1% | +285.9% | +287.1% | +154.7% |
| 10Y | +2,598.7% | +2,247.6% | +351.1% | +215.1% |
| All | +30,513.3% | +8,474.4% | +22,038.9% | +1,466.5% |
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 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