+26.2%
KLAC vs V
+30.8%
-4.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.8% | -7.9% | -2.8% |
| 7D | -5.7% | +9.0% | -14.6% | -2.9% |
| 30D | -27.6% | +18.1% | -45.7% | -23.7% |
| 3M | -23.3% | +18.3% | -41.6% | -19.0% |
| 6M | -12.4% | +34.1% | -46.5% | -6.2% |
| YTD | +23.7% | +25.2% | -1.5% | +37.5% |
| 1Y | +26.2% | +29.3% | -3.1% | +41.9% |
| All | +26.2% | +30.8% | -4.6% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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