+2,323.7%
KLAC vs AVAV
+327.1%
+1,996.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.9% | +0.6% | -1.6% |
| 7D | +21.2% | +18.4% | +2.8% | +16.6% |
| 30D | -14.5% | -4.9% | -9.6% | -13.4% |
| 3M | -24.4% | -37.7% | +13.3% | -16.3% |
| 6M | -12.9% | -28.4% | +15.5% | -8.4% |
| YTD | +29.9% | -50.0% | +80.0% | +44.1% |
| 1Y | +31.9% | -62.6% | +94.5% | +56.2% |
| 3Y | +201.5% | -0.6% | +202.1% | +165.2% |
| 5Y | +298.6% | +31.9% | +266.6% | +207.2% |
| All | +2,323.7% | +327.1% | +1,996.6% | +1,346.3% |
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