+5,424.9%
KLAC vs AVAV
+351.0%
+5,073.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +10.5% | -3.8% | +4.4% |
| 7D | -12.3% | -10.6% | -1.7% | -10.0% |
| 30D | -29.6% | -18.8% | -10.8% | -26.3% |
| 3M | -28.2% | -34.1% | +5.9% | -21.8% |
| 6M | -23.6% | -35.3% | +11.8% | -17.8% |
| YTD | +14.4% | -53.4% | +67.8% | +28.5% |
| 1Y | +15.4% | -65.6% | +81.1% | +38.4% |
| 3Y | +184.3% | -5.1% | +189.4% | +157.0% |
| 5Y | +248.9% | +18.5% | +230.4% | +184.2% |
| 10Y | +2,076.9% | +369.8% | +1,707.1% | +1,129.7% |
| All | +5,424.9% | +351.0% | +5,073.9% | +2,546.9% |
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