+100.4%
KLAC vs ROIV
+224.1%
-123.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.5% |
| 7D | +6.2% | +22.3% | -16.1% | -1.2% |
| 30D | -5.0% | +16.9% | -21.8% | -10.2% |
| 3M | -14.4% | +43.9% | -58.3% | -24.0% |
| 6M | +28.3% | +41.6% | -13.3% | +13.8% |
| YTD | +51.1% | +92.7% | -41.6% | +22.0% |
| 1Y | +100.4% | +210.2% | -109.8% | +43.9% |
| All | +100.4% | +224.1% | -123.7% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling