+603.1%
KLAC vs ROIV
+289.9%
+313.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.8% |
| 7D | +2.5% | +19.0% | -16.5% | -0.9% |
| 30D | -11.5% | +16.1% | -27.7% | -14.1% |
| 3M | -16.9% | +44.1% | -61.0% | -22.2% |
| 6M | +22.2% | +37.8% | -15.6% | +15.1% |
| YTD | +46.4% | +88.7% | -42.3% | +30.6% |
| 1Y | +91.0% | +197.3% | -106.3% | +58.2% |
| 3Y | +264.6% | +224.9% | +39.6% | +192.7% |
| 5Y | +430.6% | +311.0% | +119.5% | +279.4% |
| All | +603.1% | +289.9% | +313.2% | +418.8% |
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