+2,257.9%
KLAC vs IBB
+132.2%
+2,125.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +2.1% |
| 7D | -2.1% | +0.8% | -2.8% | -2.3% |
| 30D | -21.8% | +5.2% | -26.9% | -24.9% |
| 3M | -20.5% | +8.6% | -29.1% | -26.9% |
| 6M | -18.0% | +27.8% | -45.8% | -35.7% |
| YTD | +26.4% | +28.8% | -2.4% | -1.9% |
| 1Y | +26.3% | +36.4% | -10.1% | -7.5% |
| 3Y | +193.3% | +89.3% | +103.9% | +55.1% |
| 5Y | +297.2% | +43.3% | +253.9% | +175.1% |
| All | +2,257.9% | +132.2% | +2,125.8% | +1,017.5% |
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