+2,986.0%
KLAC vs IWD
+195.0%
+2,791.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.4% |
| 7D | +6.2% | -1.2% | +7.4% | +7.9% |
| 30D | -5.0% | -1.6% | -3.3% | -2.9% |
| 3M | -14.4% | +7.0% | -21.4% | -22.5% |
| 6M | +28.3% | +17.0% | +11.3% | +3.1% |
| YTD | +51.1% | +21.6% | +29.5% | +15.6% |
| 1Y | +100.4% | +28.0% | +72.4% | +43.1% |
| 3Y | +276.3% | +70.6% | +205.8% | +82.9% |
| 5Y | +452.1% | +73.3% | +378.7% | +171.6% |
| 10Y | +2,986.0% | +200.5% | +2,785.5% | +724.6% |
| All | +2,986.0% | +195.0% | +2,791.0% | +724.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded IWD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling