+26.2%
KLAC vs FIS
-50.5%
+76.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -23.7% | +19.6% | -10.7% |
| 7D | -5.7% | -18.4% | +12.8% | -9.1% |
| 30D | -27.6% | -11.4% | -16.2% | -27.2% |
| 3M | -23.3% | -32.0% | +8.7% | -31.4% |
| 6M | -12.4% | -35.6% | +23.2% | -18.1% |
| YTD | +23.7% | -53.8% | +77.5% | +23.8% |
| 1Y | +26.2% | -51.1% | +77.3% | +23.5% |
| All | +26.2% | -50.5% | +76.7% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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