+113.7%
KLAC vs VO
+15.8%
+97.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.2% | +7.5% | +7.8% |
| 7D | +5.7% | -0.3% | +6.0% | +6.4% |
| 30D | -3.6% | -0.3% | -3.3% | -2.7% |
| 3M | -12.8% | +2.9% | -15.8% | -17.7% |
| 6M | +26.1% | +9.3% | +16.7% | +5.3% |
| YTD | +53.3% | +14.2% | +39.1% | +18.6% |
| 1Y | +113.7% | +15.3% | +98.4% | +68.0% |
| All | +113.7% | +15.8% | +97.9% | +68.0% |
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