+430.6%
KLAC vs ZTS
-62.7%
+493.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | +2.5% | -4.5% | +6.9% | +4.1% |
| 30D | -11.5% | -3.3% | -8.2% | -10.8% |
| 3M | -16.9% | -9.7% | -7.2% | -14.8% |
| 6M | +22.2% | -38.8% | +61.1% | +47.4% |
| YTD | +46.4% | -41.2% | +87.5% | +79.6% |
| 1Y | +91.0% | -50.3% | +141.3% | +153.7% |
| 3Y | +264.6% | -59.1% | +323.7% | +420.3% |
| 5Y | +430.6% | -62.8% | +493.4% | +709.5% |
| All | +430.6% | -62.7% | +493.3% | +709.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 5y: compounded portfolio wealth divided by compounded ZTS 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…
5y analysis · Full analysis span regression · 6 months rolling