+5,333.3%
KLAC vs ZTS
+170.4%
+5,163.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.6% |
| 7D | +5.7% | -2.0% | +7.7% | +6.7% |
| 30D | -3.6% | +1.9% | -5.5% | -5.3% |
| 3M | -12.8% | -4.0% | -8.8% | -12.9% |
| 6M | +26.1% | -39.1% | +65.2% | +56.9% |
| YTD | +53.3% | -38.8% | +92.1% | +89.6% |
| 1Y | +113.7% | -49.6% | +163.2% | +191.5% |
| 3Y | +274.9% | -59.0% | +333.9% | +456.9% |
| 5Y | +470.1% | -61.8% | +531.9% | +771.7% |
| 10Y | +2,997.0% | +61.4% | +2,935.6% | +2,562.7% |
| All | +5,333.3% | +170.4% | +5,163.0% | +3,967.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling