+89.3%
KLAC vs VIK
+34.6%
+54.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.3% |
| 7D | -2.7% | -0.9% | -1.7% | -2.1% |
| 30D | -13.2% | -18.4% | +5.2% | -3.4% |
| 3M | -25.0% | -8.8% | -16.2% | -20.9% |
| 6M | +23.6% | +17.1% | +6.5% | +14.6% |
| YTD | +49.2% | +19.0% | +30.2% | +37.0% |
| 1Y | +89.3% | +30.1% | +59.2% | +66.0% |
| All | +89.3% | +34.6% | +54.8% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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