+150,137.3%
KLAC vs FISV
+10,150.0%
+139,987.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.4% |
| 7D | +2.5% | -7.2% | +9.7% | +5.9% |
| 30D | -11.5% | -7.2% | -4.3% | -8.9% |
| 3M | -16.9% | -8.2% | -8.8% | -16.2% |
| 6M | +22.2% | -17.7% | +39.9% | +27.9% |
| YTD | +46.4% | -27.2% | +73.5% | +60.5% |
| 1Y | +91.0% | -63.0% | +154.0% | +161.7% |
| 3Y | +264.6% | -59.8% | +324.3% | +355.3% |
| 5Y | +430.6% | -55.8% | +486.4% | +524.9% |
| 10Y | +2,889.3% | -2.4% | +2,891.7% | +2,335.7% |
| All | +150,137.3% | +10,150.0% | +139,987.3% | +28,857.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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