+489.1%
KLAC vs IBB
+20.0%
+469.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.2% | +4.0% | +3.7% |
| 7D | +10.6% | -1.7% | +12.2% | +12.1% |
| 30D | -4.5% | +4.9% | -9.4% | -9.3% |
| 3M | -10.3% | +24.2% | -34.5% | -27.4% |
| 6M | +40.9% | +23.8% | +17.0% | +14.0% |
| YTD | +56.1% | +23.0% | +33.2% | +27.0% |
| 1Y | +109.0% | +46.2% | +62.9% | +44.2% |
| 3Y | +288.8% | +64.8% | +224.0% | +135.9% |
| 5Y | +489.1% | +20.9% | +468.2% | +365.2% |
| All | +489.1% | +20.0% | +469.2% | +365.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling