+10,506.6%
KLAC vs VIVK
-100.0%
+10,606.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.3% | +3.1% | -3.2% |
| 7D | +6.2% | -7.9% | +14.1% | +6.2% |
| 30D | -5.0% | -42.0% | +37.0% | -4.9% |
| 3M | -14.4% | -92.5% | +78.1% | -14.3% |
| 6M | +28.3% | -98.0% | +126.3% | +28.6% |
| YTD | +51.1% | -97.9% | +149.0% | +51.3% |
| 1Y | +100.4% | -100.0% | +200.3% | +101.3% |
| 3Y | +276.3% | -100.0% | +376.3% | +277.8% |
| 5Y | +452.1% | -100.0% | +552.1% | +454.3% |
| 10Y | +2,986.0% | -100.0% | +3,086.0% | +2,979.5% |
| All | +10,506.6% | -100.0% | +10,606.6% | +10,434.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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