+113.7%
KLAC vs VNQ
+9.6%
+104.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.4% |
| 7D | +5.7% | -1.3% | +7.0% | +5.9% |
| 30D | -3.6% | -2.9% | -0.7% | -3.2% |
| 3M | -12.8% | +0.8% | -13.6% | -14.9% |
| 6M | +26.1% | +2.5% | +23.6% | +20.6% |
| YTD | +53.3% | +10.6% | +42.7% | +38.1% |
| 1Y | +113.7% | +9.1% | +104.6% | +91.6% |
| All | +113.7% | +9.6% | +104.1% | +91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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