+2,896.3%
KLAC vs NVMI
+3,158.6%
-262.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +0.8% |
| 7D | -2.7% | -0.1% | -2.6% | -2.6% |
| 30D | -13.2% | -8.4% | -4.8% | -7.5% |
| 3M | -25.0% | -33.6% | +8.5% | +2.2% |
| 6M | +23.6% | -14.7% | +38.3% | +40.6% |
| YTD | +49.2% | +13.2% | +36.0% | +39.9% |
| 1Y | +89.3% | +29.0% | +60.3% | +61.0% |
| 3Y | +274.4% | +215.0% | +59.4% | +53.4% |
| 5Y | +440.9% | +268.6% | +172.4% | +96.0% |
| All | +2,896.3% | +3,158.6% | -262.3% | +359.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling