+29.2%
KLAC vs IBB
+36.2%
-7.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.8% |
| 7D | -2.1% | +0.8% | -2.8% | -2.0% |
| 30D | -21.8% | +5.2% | -26.9% | -23.3% |
| 3M | -20.5% | +8.6% | -29.1% | -24.1% |
| 6M | -18.0% | +27.8% | -45.8% | -31.6% |
| YTD | +26.4% | +28.8% | -2.4% | +5.7% |
| All | +29.2% | +36.2% | -7.0% | +6.6% |
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