+8,064.0%
KLAC vs V
+3,126.4%
+4,937.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.5% | +3.2% |
| 7D | +21.2% | -0.4% | +21.5% | +21.4% |
| 30D | -14.5% | +6.3% | -20.8% | -17.8% |
| 3M | -24.4% | +17.2% | -41.5% | -31.8% |
| 6M | -12.9% | +29.2% | -42.2% | -27.4% |
| YTD | +29.9% | +20.8% | +9.1% | +12.4% |
| 1Y | +31.9% | +25.0% | +6.9% | +11.5% |
| 3Y | +201.5% | +75.3% | +126.2% | +104.0% |
| 5Y | +298.6% | +105.8% | +192.7% | +144.9% |
| 10Y | +2,324.4% | +451.9% | +1,872.5% | +805.1% |
| All | +8,064.0% | +3,126.4% | +4,937.5% | +1,142.6% |
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