+7,801.8%
KLAC vs IBB
+580.2%
+7,221.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.4% | +4.8% | +4.9% |
| 7D | +7.5% | -1.4% | +8.8% | +9.3% |
| 30D | -15.3% | +6.8% | -22.1% | -19.1% |
| 3M | -19.6% | +9.2% | -28.8% | -25.2% |
| 6M | -12.5% | +28.3% | -40.9% | -28.5% |
| YTD | +33.0% | +29.4% | +3.6% | +7.9% |
| 1Y | +35.9% | +33.2% | +2.8% | +7.8% |
| 3Y | +208.6% | +90.2% | +118.5% | +85.3% |
| 5Y | +309.5% | +44.0% | +265.5% | +206.8% |
| 10Y | +2,381.5% | +133.1% | +2,248.4% | +1,228.8% |
| All | +7,801.8% | +580.2% | +7,221.6% | +1,366.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling