+26.2%
KLAC vs IBB
+42.2%
-16.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.6% | -6.7% | -5.4% |
| 7D | -5.7% | +2.2% | -7.9% | -6.7% |
| 30D | -27.6% | +6.3% | -33.9% | -29.7% |
| 3M | -23.3% | +16.3% | -39.6% | -30.2% |
| 6M | -12.4% | +30.0% | -42.3% | -27.4% |
| YTD | +23.7% | +31.1% | -7.4% | +2.8% |
| 1Y | +26.2% | +42.0% | -15.8% | +1.1% |
| All | +26.2% | +42.2% | -16.0% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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