+8,426.4%
KLAC vs VNQ
+386.3%
+8,040.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.2% | +1.5% |
| 7D | -2.7% | -1.3% | -1.4% | -1.9% |
| 30D | -13.2% | -2.6% | -10.6% | -11.8% |
| 3M | -25.0% | -2.0% | -23.0% | -24.6% |
| 6M | +23.6% | +4.3% | +19.3% | +19.5% |
| YTD | +49.2% | +9.2% | +40.0% | +40.5% |
| 1Y | +89.3% | +5.6% | +83.7% | +81.8% |
| 3Y | +274.4% | +30.8% | +243.5% | +213.6% |
| 5Y | +440.9% | +8.0% | +433.0% | +412.3% |
| 10Y | +2,947.7% | +63.7% | +2,884.0% | +2,186.7% |
| All | +8,426.4% | +386.3% | +8,040.1% | +3,256.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling