+2,896.3%
KLAC vs QID
-99.2%
+2,995.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.8% | +3.7% | +0.7% |
| 7D | -2.7% | +1.3% | -3.9% | -1.7% |
| 30D | -13.2% | +2.9% | -16.1% | -10.9% |
| 3M | -25.0% | -0.7% | -24.3% | -21.5% |
| 6M | +23.6% | -29.7% | +53.3% | +6.0% |
| YTD | +49.2% | -27.9% | +77.1% | +32.7% |
| 1Y | +89.3% | -34.6% | +123.9% | +61.5% |
| 3Y | +274.4% | -73.5% | +347.9% | +115.7% |
| 5Y | +440.9% | -81.0% | +522.0% | +239.9% |
| All | +2,896.3% | -99.2% | +2,995.5% | +349.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 10y: compounded portfolio wealth divided by compounded QID 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…
10y analysis · Full analysis span regression · 6 months rolling