+113.7%
KLAC vs IBB
+51.5%
+62.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.9% | +8.2% | +7.9% |
| 7D | +5.7% | +1.4% | +4.3% | +4.7% |
| 30D | -3.6% | +10.5% | -14.1% | -10.6% |
| 3M | -12.8% | +23.6% | -36.4% | -26.7% |
| 6M | +26.1% | +22.6% | +3.4% | +6.6% |
| YTD | +53.3% | +25.7% | +27.6% | +27.2% |
| 1Y | +113.7% | +51.4% | +62.3% | +47.5% |
| All | +113.7% | +51.5% | +62.2% | +47.5% |
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