+89.3%
KLAC vs VEU
+23.8%
+65.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +0.9% | -0.4% |
| 7D | -2.7% | -1.4% | -1.2% | +0.6% |
| 30D | -13.2% | -0.4% | -12.7% | -12.2% |
| 3M | -25.0% | +2.5% | -27.6% | -27.5% |
| 6M | +23.6% | +11.1% | +12.5% | +4.6% |
| YTD | +49.2% | +16.5% | +32.7% | +12.2% |
| 1Y | +89.3% | +22.9% | +66.4% | +26.3% |
| All | +89.3% | +23.8% | +65.5% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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