+452.1%
KLAC vs V
+66.4%
+385.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -3.0% |
| 7D | +6.2% | -2.9% | +9.1% | +7.9% |
| 30D | -5.0% | +1.9% | -6.9% | -6.3% |
| 3M | -14.4% | +13.2% | -27.6% | -22.0% |
| 6M | +28.3% | +16.7% | +11.6% | +13.3% |
| YTD | +51.1% | +5.4% | +45.7% | +43.4% |
| 1Y | +100.4% | +7.7% | +92.7% | +86.2% |
| 3Y | +276.3% | +52.0% | +224.4% | +165.0% |
| 5Y | +452.1% | +67.7% | +384.3% | +246.0% |
| All | +452.1% | +66.4% | +385.7% | +246.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling