+89.3%
KLAC vs BBIO
+36.5%
+52.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +2.0% |
| 7D | -2.7% | -3.2% | +0.5% | -1.9% |
| 30D | -13.2% | -13.6% | +0.4% | -10.0% |
| 3M | -25.0% | +7.2% | -32.3% | -26.5% |
| 6M | +23.6% | +1.5% | +22.1% | +22.6% |
| YTD | +49.2% | -5.3% | +54.5% | +48.2% |
| 1Y | +89.3% | +37.7% | +51.6% | +68.1% |
| All | +89.3% | +36.5% | +52.9% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 1y: compounded portfolio wealth divided by compounded BBIO 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…
1y analysis · Full analysis span regression · 6 months rolling