+430.6%
KLAC vs LVS
+3.5%
+427.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.5% |
| 7D | +2.5% | -4.3% | +6.7% | +4.1% |
| 30D | -11.5% | -6.8% | -4.7% | -9.4% |
| 3M | -16.9% | -15.6% | -1.3% | -12.2% |
| 6M | +22.2% | -20.6% | +42.8% | +31.8% |
| YTD | +46.4% | -33.4% | +79.8% | +67.2% |
| 1Y | +91.0% | -20.1% | +111.1% | +101.5% |
| 3Y | +264.6% | -7.4% | +272.0% | +248.4% |
| 5Y | +430.6% | +8.5% | +422.1% | +349.7% |
| All | +430.6% | +3.5% | +427.1% | +349.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling