+26.3%
KLAC vs IWD
+29.9%
-3.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.0% |
| 7D | -2.1% | +1.6% | -3.6% | -4.7% |
| 30D | -21.8% | +3.6% | -25.4% | -27.1% |
| 3M | -20.5% | +2.0% | -22.6% | -23.7% |
| 6M | -18.0% | +13.1% | -31.0% | -39.2% |
| YTD | +26.4% | +26.2% | +0.2% | -25.8% |
| 1Y | +26.3% | +29.6% | -3.3% | -28.2% |
| All | +26.3% | +29.9% | -3.6% | -28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling