+26.2%
KLAC vs KWEB
-34.1%
+60.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.5% | -8.6% | -6.2% |
| 7D | -5.7% | +5.8% | -11.4% | -8.4% |
| 30D | -27.6% | -1.0% | -26.6% | -27.1% |
| 3M | -23.3% | -15.8% | -7.5% | -15.8% |
| 6M | -12.4% | -14.9% | +2.6% | -3.9% |
| YTD | +23.7% | -28.6% | +52.3% | +63.6% |
| 1Y | +26.2% | -33.9% | +60.1% | +77.5% |
| All | +26.2% | -34.1% | +60.3% | +77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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