+89.3%
KLAC vs VICR
+293.8%
-204.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.2% | -9.2% | -2.0% |
| 7D | -2.7% | +5.0% | -7.6% | -4.5% |
| 30D | -13.2% | -12.5% | -0.7% | -9.5% |
| 3M | -25.0% | -33.6% | +8.6% | -13.7% |
| 6M | +23.6% | +10.7% | +12.9% | +20.6% |
| YTD | +49.2% | +80.6% | -31.4% | +34.5% |
| 1Y | +89.3% | +288.4% | -199.0% | +49.8% |
| All | +89.3% | +293.8% | -204.4% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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