+4,996.5%
KLAC vs VO
+825.6%
+4,170.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +10.0% | +3.1% | +6.9% | +6.2% |
| 30D | -14.8% | +2.2% | -17.0% | -16.4% |
| 3M | -27.2% | -2.5% | -24.7% | -24.3% |
| 6M | -17.5% | +7.0% | -24.4% | -22.3% |
| YTD | +25.8% | +14.0% | +11.8% | +10.8% |
| 1Y | +31.8% | +15.6% | +16.2% | +14.2% |
| 3Y | +195.3% | +66.2% | +129.1% | +71.8% |
| 5Y | +285.9% | +36.6% | +249.3% | +192.4% |
| 10Y | +2,247.6% | +199.0% | +2,048.6% | +711.0% |
| All | +4,996.5% | +825.6% | +4,170.9% | +421.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling