+3,041.8%
KLAC vs IVV
+313.5%
+2,728.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.8% |
| 7D | +10.6% | +0.5% | +10.1% | +9.6% |
| 30D | -4.5% | -1.0% | -3.5% | -3.0% |
| 3M | -10.3% | +3.9% | -14.1% | -14.6% |
| 6M | +40.9% | +14.5% | +26.4% | +15.6% |
| YTD | +56.1% | +12.9% | +43.2% | +32.0% |
| 1Y | +109.0% | +19.4% | +89.7% | +63.0% |
| 3Y | +288.8% | +78.8% | +210.0% | +67.7% |
| 5Y | +489.1% | +82.2% | +407.0% | +158.2% |
| 10Y | +3,041.8% | +313.7% | +2,728.1% | +365.0% |
| All | +3,041.8% | +313.5% | +2,728.3% | +365.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 10y: compounded portfolio wealth divided by compounded IVV 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…
10y analysis · Full analysis span regression · 6 months rolling