+2,896.3%
KLAC vs VRSN
+299.1%
+2,597.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.6% | +1.2% |
| 7D | -2.7% | +0.2% | -2.9% | -2.9% |
| 30D | -13.2% | +3.8% | -16.9% | -15.4% |
| 3M | -25.0% | +5.0% | -30.0% | -29.0% |
| 6M | +23.6% | +24.9% | -1.3% | +2.0% |
| YTD | +49.2% | +21.6% | +27.6% | +23.3% |
| 1Y | +89.3% | +2.4% | +86.9% | +76.1% |
| 3Y | +274.4% | +47.3% | +227.0% | +152.1% |
| 5Y | +440.9% | +34.7% | +406.2% | +288.5% |
| All | +2,896.3% | +299.1% | +2,597.3% | +1,156.2% |
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