+2,247.0%
KLAC vs VRSN
+292.3%
+1,954.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.3% | -3.3% |
| 7D | +10.0% | +1.4% | +8.6% | +9.0% |
| 30D | -14.8% | +3.9% | -18.7% | -16.7% |
| 3M | -27.2% | +9.3% | -36.5% | -31.3% |
| 6M | -17.5% | +6.7% | -24.1% | -23.2% |
| YTD | +25.8% | +30.0% | -4.2% | -0.5% |
| 1Y | +31.8% | +26.0% | +5.8% | +6.4% |
| 3Y | +195.3% | +53.1% | +142.2% | +94.7% |
| 5Y | +285.9% | +35.0% | +250.9% | +178.9% |
| All | +2,247.0% | +292.3% | +1,954.6% | +795.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 10y: compounded portfolio wealth divided by compounded VRSN 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…
10y analysis · Full analysis span regression · 6 months rolling