+2,838.9%
KLAC vs IBB
+125.2%
+2,713.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -1.9% |
| 7D | +2.5% | -5.2% | +7.7% | +7.4% |
| 30D | -11.5% | +1.5% | -13.0% | -13.4% |
| 3M | -16.9% | +22.1% | -39.1% | -31.7% |
| 6M | +22.2% | +17.7% | +4.5% | +3.6% |
| YTD | +46.4% | +20.2% | +26.2% | +21.7% |
| 1Y | +91.0% | +44.4% | +46.6% | +33.8% |
| 3Y | +264.6% | +61.1% | +203.5% | +128.1% |
| 5Y | +430.6% | +18.5% | +412.0% | +340.0% |
| All | +2,838.9% | +125.2% | +2,713.7% | +1,503.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling