+7,228.2%
KLAC vs IGV
+951.3%
+6,276.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +3.6% |
| 7D | +10.6% | -3.3% | +13.9% | +13.7% |
| 30D | -4.5% | 0.0% | -4.5% | -5.8% |
| 3M | -10.3% | +7.3% | -17.6% | -18.7% |
| 6M | +40.9% | +16.7% | +24.2% | +14.0% |
| YTD | +56.1% | -2.8% | +59.0% | +49.0% |
| 1Y | +109.0% | -6.7% | +115.7% | +108.2% |
| 3Y | +288.8% | +41.1% | +247.7% | +158.1% |
| 5Y | +489.1% | +22.0% | +467.2% | +350.4% |
| 10Y | +3,041.8% | +357.9% | +2,683.8% | +588.9% |
| All | +7,228.2% | +951.3% | +6,276.9% | +490.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling