+6,660.8%
KLAC vs IVV
+764.0%
+5,896.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.4% | +7.7% | +7.9% |
| 7D | +5.7% | +0.1% | +5.6% | +5.5% |
| 30D | -3.6% | +0.1% | -3.7% | -3.7% |
| 3M | -12.8% | +2.0% | -14.8% | -14.0% |
| 6M | +26.1% | +13.0% | +13.0% | +7.8% |
| YTD | +53.3% | +13.6% | +39.7% | +31.0% |
| 1Y | +113.7% | +20.1% | +93.6% | +69.7% |
| 3Y | +274.9% | +77.6% | +197.3% | +77.2% |
| 5Y | +470.1% | +82.5% | +387.7% | +171.5% |
| 10Y | +2,997.0% | +316.5% | +2,680.5% | +403.2% |
| All | +6,660.8% | +764.0% | +5,896.8% | +499.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling