+26.2%
KLAC vs VO
+16.3%
+9.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -6.2% |
| 7D | -5.7% | +1.0% | -6.6% | -7.8% |
| 30D | -27.6% | +2.6% | -30.2% | -32.1% |
| 3M | -23.3% | -0.3% | -23.0% | -22.4% |
| 6M | -12.4% | +7.6% | -20.0% | -24.7% |
| YTD | +23.7% | +14.7% | +9.0% | -5.4% |
| 1Y | +26.2% | +16.4% | +9.8% | -4.7% |
| All | +26.2% | +16.3% | +9.9% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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