+504.4%
KLAC vs ROIV
+276.5%
+228.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -3.0% |
| 7D | +10.0% | +1.7% | +8.3% | +9.7% |
| 30D | -14.8% | +17.6% | -32.4% | -17.2% |
| 3M | -27.2% | +9.0% | -36.1% | -28.5% |
| 6M | -17.5% | +35.3% | -52.7% | -22.0% |
| YTD | +25.8% | +82.2% | -56.3% | +12.9% |
| 1Y | +31.8% | +92.3% | -60.4% | +17.1% |
| 3Y | +195.3% | +336.8% | -141.5% | +130.7% |
| 5Y | +285.9% | +370.6% | -84.7% | +164.2% |
| All | +504.4% | +276.5% | +228.0% | +348.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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