+157,277.0%
KLAC vs VZ
+1,012.0%
+156,264.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.9% | +8.2% | +7.6% |
| 7D | +5.7% | +0.1% | +5.7% | +5.7% |
| 30D | -3.6% | +7.9% | -11.5% | -6.1% |
| 3M | -12.8% | +13.6% | -26.5% | -17.2% |
| 6M | +26.1% | +1.1% | +25.0% | +23.9% |
| YTD | +53.3% | +29.3% | +24.0% | +36.7% |
| 1Y | +113.7% | +21.2% | +92.4% | +94.0% |
| 3Y | +274.9% | +75.9% | +199.0% | +187.8% |
| 5Y | +470.1% | +24.1% | +446.1% | +390.8% |
| 10Y | +2,997.0% | +62.4% | +2,934.6% | +2,283.3% |
| All | +157,277.0% | +1,012.0% | +156,264.9% | +68,692.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling