+8,690.7%
KLAC vs QID
-100.0%
+8,790.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +2.0% |
| 7D | +10.6% | -2.7% | +13.3% | +8.7% |
| 30D | -4.5% | +1.8% | -6.3% | -3.1% |
| 3M | -10.3% | -2.2% | -8.1% | -6.8% |
| 6M | +40.9% | -32.1% | +73.0% | +20.2% |
| YTD | +56.1% | -28.6% | +84.7% | +39.9% |
| 1Y | +109.0% | -36.3% | +145.3% | +78.5% |
| 3Y | +288.8% | -74.4% | +363.2% | +133.4% |
| 5Y | +489.1% | -80.8% | +569.9% | +294.4% |
| 10Y | +3,041.8% | -99.1% | +3,140.9% | +483.6% |
| All | +8,690.7% | -100.0% | +8,790.7% | +257.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling