+85.7%
KLAC vs IGV
-10.4%
+96.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -3.0% |
| 7D | +2.5% | -5.4% | +7.8% | +3.3% |
| 30D | -11.5% | -2.6% | -8.9% | -11.2% |
| 3M | -16.9% | +10.5% | -27.5% | -18.5% |
| 6M | +22.2% | +18.2% | +4.1% | +16.5% |
| YTD | +46.4% | -4.2% | +50.6% | +66.8% |
| All | +85.7% | -10.4% | +96.1% | +128.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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