+3,041.8%
KLAC vs AVAV
+516.1%
+2,525.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.0% | +1.2% |
| 7D | +10.6% | +3.2% | +7.4% | +9.8% |
| 30D | -4.5% | -20.3% | +15.8% | +0.3% |
| 3M | -10.3% | -19.4% | +9.2% | -7.2% |
| 6M | +40.9% | -35.3% | +76.1% | +50.9% |
| YTD | +56.1% | -38.5% | +94.6% | +65.7% |
| 1Y | +109.0% | -37.2% | +146.2% | +118.5% |
| 3Y | +288.8% | +31.1% | +257.7% | +221.2% |
| 5Y | +489.1% | +41.0% | +448.1% | +349.8% |
| 10Y | +3,041.8% | +508.8% | +2,533.0% | +1,630.0% |
| All | +3,041.8% | +516.1% | +2,525.7% | +1,630.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 10y: compounded portfolio wealth divided by compounded AVAV 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…
10y analysis · Full analysis span regression · 6 months rolling