+89.3%
KLAC vs VZ
+24.0%
+65.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +3.1% |
| 7D | -2.7% | +0.9% | -3.6% | -1.9% |
| 30D | -13.2% | +7.7% | -20.9% | -6.9% |
| 3M | -25.0% | +9.7% | -34.7% | -16.3% |
| 6M | +23.6% | +3.1% | +20.5% | +31.3% |
| YTD | +49.2% | +30.5% | +18.7% | +102.2% |
| 1Y | +89.3% | +22.5% | +66.8% | +144.0% |
| All | +89.3% | +24.0% | +65.3% | +144.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 1y: compounded portfolio wealth divided by compounded VZ 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…
1y analysis · Full analysis span regression · 6 months rolling