+267.2%
KLAC vs NVD
-99.1%
+366.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.5% | -7.6% | -1.8% |
| 7D | +2.5% | +9.0% | -6.6% | +5.3% |
| 30D | -11.5% | -5.5% | -6.1% | -12.0% |
| 3M | -16.9% | -24.6% | +7.7% | -20.5% |
| 6M | +22.2% | -42.1% | +64.3% | +12.1% |
| YTD | +46.4% | -44.3% | +90.7% | +35.7% |
| 1Y | +91.0% | -54.2% | +145.2% | +72.5% |
| All | +267.2% | -99.1% | +366.3% | +62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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