+113.7%
KLAC vs AVTR
+16.8%
+96.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.4% | +8.8% | +7.4% |
| 7D | +5.7% | +2.7% | +3.1% | +5.6% |
| 30D | -3.6% | +12.1% | -15.7% | -4.0% |
| 3M | -12.8% | +57.2% | -70.1% | -16.8% |
| 6M | +26.1% | +73.1% | -47.0% | +18.3% |
| YTD | +53.3% | +30.6% | +22.7% | +46.8% |
| 1Y | +113.7% | +13.5% | +100.2% | +99.3% |
| All | +113.7% | +16.8% | +96.9% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 1y: compounded portfolio wealth divided by compounded AVTR 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…
1y analysis · Full analysis span regression · 6 months rolling