+26.2%
KLAC vs NVMI
-11.6%
+37.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -2.0% |
| 7D | -5.7% | -11.8% | +6.1% | +5.3% |
| 30D | -27.6% | -24.8% | -2.8% | -7.3% |
| 3M | -23.3% | -28.6% | +5.3% | +2.2% |
| 6M | -12.4% | -40.0% | +27.6% | +37.4% |
| YTD | +23.7% | -10.1% | +33.8% | +48.4% |
| 1Y | +26.2% | -9.8% | +35.9% | +50.1% |
| All | +26.2% | -11.6% | +37.8% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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