+7,253.7%
KLAC vs VXUS
+179.6%
+7,074.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.5% | +6.8% | +6.7% |
| 7D | +5.7% | +1.0% | +4.7% | +4.4% |
| 30D | -3.6% | +2.2% | -5.8% | -6.2% |
| 3M | -12.8% | +3.0% | -15.8% | -14.3% |
| 6M | +26.1% | +10.7% | +15.4% | +13.7% |
| YTD | +53.3% | +17.8% | +35.5% | +28.9% |
| 1Y | +113.7% | +27.6% | +86.1% | +63.8% |
| 3Y | +274.9% | +73.3% | +201.6% | +103.0% |
| 5Y | +470.1% | +54.3% | +415.8% | +265.0% |
| 10Y | +2,997.0% | +149.8% | +2,847.2% | +1,184.3% |
| All | +7,253.7% | +179.6% | +7,074.1% | +2,669.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 VXUS 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