+2,323.7%
KLAC vs IBB
+127.7%
+2,196.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -0.3% |
| 7D | +21.2% | +1.6% | +19.5% | +19.7% |
| 30D | -14.5% | +6.7% | -21.2% | -19.0% |
| 3M | -24.4% | +6.3% | -30.7% | -29.0% |
| 6M | -12.9% | +23.9% | -36.9% | -29.7% |
| YTD | +29.9% | +26.6% | +3.4% | +2.5% |
| 1Y | +31.9% | +29.6% | +2.3% | +1.6% |
| 3Y | +201.5% | +86.1% | +115.5% | +62.0% |
| 5Y | +298.6% | +40.3% | +258.2% | +181.4% |
| All | +2,323.7% | +127.7% | +2,196.0% | +1,071.1% |
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 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