+267.2%
KLAC vs ZBRA
+33.4%
+233.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +2.5% | -3.8% | +6.2% | +4.3% |
| 30D | -11.5% | -10.2% | -1.3% | -7.0% |
| 3M | -16.9% | +58.7% | -75.6% | -34.8% |
| 6M | +22.2% | +61.9% | -39.7% | -6.1% |
| YTD | +46.4% | +41.7% | +4.7% | +18.8% |
| 1Y | +91.0% | +12.4% | +78.7% | +74.7% |
| All | +267.2% | +33.4% | +233.7% | +205.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 3y: compounded portfolio wealth divided by compounded ZBRA 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…
3y analysis · Full analysis span regression · 6 months rolling