+113.7%
KLAC vs KVUE
-4.3%
+118.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.4% | +7.0% |
| 7D | +5.7% | -2.2% | +8.0% | +5.0% |
| 30D | -3.6% | -3.7% | 0.0% | -4.6% |
| 3M | -12.8% | +12.3% | -25.1% | -10.2% |
| 6M | +26.1% | +5.4% | +20.6% | +28.1% |
| YTD | +53.3% | +12.4% | +40.9% | +58.7% |
| 1Y | +113.7% | -4.4% | +118.0% | +113.2% |
| All | +113.7% | -4.3% | +118.0% | +113.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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