+267.2%
KLAC vs NVT
+178.0%
+89.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.6% |
| 7D | +2.5% | +2.0% | +0.4% | +1.1% |
| 30D | -11.5% | -7.2% | -4.3% | -6.7% |
| 3M | -16.9% | -0.9% | -16.0% | -14.9% |
| 6M | +22.2% | +42.6% | -20.3% | -2.1% |
| YTD | +46.4% | +52.9% | -6.5% | +12.3% |
| 1Y | +91.0% | +64.5% | +26.5% | +39.1% |
| All | +267.2% | +178.0% | +89.2% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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