+433.3%
KLAC vs VRSN
+33.8%
+399.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.6% | +1.5% |
| 7D | -2.7% | +0.2% | -2.9% | -2.8% |
| 30D | -13.2% | +3.8% | -16.9% | -14.5% |
| 3M | -25.0% | +5.0% | -30.0% | -27.3% |
| 6M | +23.6% | +24.9% | -1.3% | +8.0% |
| YTD | +49.2% | +21.6% | +27.6% | +30.7% |
| 1Y | +89.3% | +2.4% | +86.9% | +83.6% |
| 3Y | +274.4% | +47.3% | +227.0% | +171.7% |
| All | +433.3% | +33.8% | +399.5% | +324.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling