+127,159.8%
KLAC vs ZBRA
+8,746.0%
+118,413.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | +2.5% | -3.8% | +6.2% | +4.1% |
| 30D | -11.5% | -10.2% | -1.3% | -7.6% |
| 3M | -16.9% | +58.7% | -75.6% | -32.1% |
| 6M | +22.2% | +61.9% | -39.7% | -1.5% |
| YTD | +46.4% | +41.7% | +4.7% | +23.4% |
| 1Y | +91.0% | +12.4% | +78.7% | +75.8% |
| 3Y | +264.6% | +34.2% | +230.4% | +208.0% |
| 5Y | +430.6% | -40.8% | +471.3% | +505.8% |
| 10Y | +2,889.3% | +420.3% | +2,469.0% | +1,396.6% |
| All | +127,159.8% | +8,746.0% | +118,413.9% | +26,879.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling