+9,532.7%
KLAC vs V
+2,773.8%
+6,758.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.3% | +7.9% |
| 7D | +5.7% | -1.7% | +7.4% | +6.8% |
| 30D | -3.6% | +2.0% | -5.6% | -5.0% |
| 3M | -12.8% | +17.4% | -30.2% | -22.3% |
| 6M | +26.1% | +17.5% | +8.6% | +11.3% |
| YTD | +53.3% | +7.6% | +45.7% | +43.0% |
| 1Y | +113.7% | +7.7% | +106.0% | +98.0% |
| 3Y | +274.9% | +54.7% | +220.2% | +175.0% |
| 5Y | +470.1% | +73.0% | +397.1% | +288.6% |
| 10Y | +2,997.0% | +390.9% | +2,606.2% | +1,147.4% |
| All | +9,532.7% | +2,773.8% | +6,758.9% | +1,481.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling