+7,010.8%
KLAC price history and return analytics
+356.5%
+6,654.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.9% | -2.8% |
| 7D | +10.0% | +2.4% | +7.6% | +7.1% |
| 30D | -14.8% | -1.5% | -13.3% | -12.3% |
| 3M | -27.2% | -4.1% | -23.0% | -22.3% |
| 6M | -17.5% | +0.6% | -18.0% | -15.5% |
| YTD | +25.8% | +11.0% | +14.8% | +15.4% |
| 1Y | +31.8% | +13.3% | +18.5% | +18.2% |
| 3Y | +195.3% | +73.4% | +121.9% | +66.7% |
| 5Y | +285.9% | +57.4% | +228.5% | +155.1% |
| 10Y | +2,247.6% | +221.7% | +2,025.9% | +703.0% |
| All | +7,010.8% | +356.5% | +6,654.3% | +1,565.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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