+143,065.5%
KLAC vs VICR
+11,731.3%
+131,334.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.9% | +1.7% | -1.9% |
| 7D | +6.2% | +1.3% | +4.9% | +5.9% |
| 30D | -5.0% | -11.9% | +7.0% | -1.9% |
| 3M | -14.4% | -35.1% | +20.7% | -3.7% |
| 6M | +28.3% | +8.1% | +20.2% | +22.1% |
| YTD | +51.1% | +67.8% | -16.7% | +27.0% |
| 1Y | +100.4% | +267.3% | -166.9% | +33.0% |
| 3Y | +276.3% | +191.2% | +85.1% | +143.7% |
| 5Y | +452.1% | +48.1% | +404.0% | +284.4% |
| 10Y | +2,986.0% | +1,546.1% | +1,439.9% | +938.2% |
| All | +143,065.5% | +11,731.3% | +131,334.2% | +24,893.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling