+2,896.3%
KLAC vs LVS
0.0%
+2,896.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.4% | +1.7% |
| 7D | -2.7% | -3.5% | +0.8% | -1.2% |
| 30D | -13.2% | -6.2% | -6.9% | -11.1% |
| 3M | -25.0% | -14.8% | -10.2% | -20.5% |
| 6M | +23.6% | -20.9% | +44.5% | +34.5% |
| YTD | +49.2% | -33.0% | +82.3% | +72.4% |
| 1Y | +89.3% | -20.0% | +109.3% | +101.0% |
| 3Y | +274.4% | -6.9% | +281.3% | +259.9% |
| 5Y | +440.9% | +9.1% | +431.9% | +355.8% |
| All | +2,896.3% | 0.0% | +2,896.3% | +2,496.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 10y: compounded portfolio wealth divided by compounded LVS 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…
10y analysis · Full analysis span regression · 6 months rolling