+5,939.2%
KLAC vs AVAV
+407.8%
+5,531.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +12.6% | -3.3% | +6.5% |
| 7D | -1.1% | +3.2% | -4.3% | -1.6% |
| 30D | -22.6% | -7.4% | -15.2% | -21.2% |
| 3M | -23.5% | -32.0% | +8.5% | -17.2% |
| 6M | -18.8% | -24.6% | +5.7% | -15.7% |
| YTD | +25.0% | -47.5% | +72.6% | +36.9% |
| 1Y | +27.5% | -61.5% | +89.0% | +49.1% |
| 3Y | +206.1% | +5.5% | +200.7% | +170.4% |
| 5Y | +281.0% | +35.7% | +245.3% | +201.2% |
| 10Y | +2,249.0% | +379.1% | +1,869.9% | +1,220.6% |
| All | +5,939.2% | +407.8% | +5,531.3% | +2,718.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling