+206.1%
KLAC vs IBB
+86.3%
+119.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +2.8% | +6.5% | +7.1% |
| 7D | -1.1% | +2.7% | -3.8% | -2.6% |
| 30D | -22.6% | +6.3% | -28.9% | -25.7% |
| 3M | -23.5% | +11.1% | -34.6% | -29.8% |
| 6M | -18.8% | +29.2% | -48.0% | -34.9% |
| YTD | +25.0% | +30.2% | -5.2% | -0.6% |
| 1Y | +27.5% | +39.5% | -12.0% | -4.8% |
| 3Y | +206.1% | +92.3% | +113.8% | +72.3% |
| All | +206.1% | +86.3% | +119.8% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling