+274.4%
KLAC vs KVUE
-9.0%
+283.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +1.9% |
| 7D | -2.7% | -5.1% | +2.5% | -3.3% |
| 30D | -13.2% | -6.3% | -6.8% | -13.8% |
| 3M | -25.0% | -0.5% | -24.5% | -25.1% |
| 6M | +23.6% | +3.1% | +20.5% | +23.8% |
| YTD | +49.2% | +6.7% | +42.5% | +50.1% |
| 1Y | +89.3% | -1.1% | +90.5% | +90.6% |
| 3Y | +274.4% | -8.7% | +283.1% | +291.3% |
| All | +274.4% | -9.0% | +283.4% | +291.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling