+109.0%
KLAC vs IVV
+19.4%
+89.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +3.5% |
| 7D | +10.6% | +0.5% | +10.1% | +8.8% |
| 30D | -4.5% | -1.0% | -3.5% | -2.0% |
| 3M | -10.3% | +3.9% | -14.1% | -18.3% |
| 6M | +40.9% | +14.5% | +26.4% | +2.4% |
| YTD | +56.1% | +12.9% | +43.2% | +19.2% |
| 1Y | +109.0% | +19.4% | +89.7% | +36.3% |
| All | +109.0% | +19.4% | +89.6% | +36.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling