+113.7%
KLAC vs FCUV
-81.1%
+194.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -13.7% | +21.0% | +7.3% |
| 7D | +5.7% | +62.8% | -57.1% | +5.6% |
| 30D | -3.6% | +66.5% | -70.1% | -3.7% |
| 3M | -12.8% | +459.9% | -472.8% | -12.8% |
| 6M | +26.1% | -12.4% | +38.4% | +33.5% |
| YTD | +53.3% | -47.5% | +100.8% | +66.5% |
| 1Y | +113.7% | -80.5% | +194.2% | +149.8% |
| All | +113.7% | -81.1% | +194.8% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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