+2,288.0%
KLAC vs QLD
+1,387.1%
+900.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.9% |
| 7D | -2.1% | -3.8% | +1.7% | +1.1% |
| 30D | -21.8% | -20.5% | -1.2% | -7.2% |
| 3M | -20.5% | -14.6% | -5.9% | -10.5% |
| 6M | -18.0% | -14.7% | -3.3% | -5.6% |
| YTD | +26.4% | +11.2% | +15.2% | +21.5% |
| 1Y | +26.3% | +7.1% | +19.2% | +24.7% |
| 3Y | +193.3% | +141.1% | +52.2% | +64.9% |
| 5Y | +297.2% | +84.3% | +212.9% | +151.0% |
| 10Y | +2,288.0% | +1,450.1% | +837.9% | +219.3% |
| All | +2,288.0% | +1,387.1% | +900.8% | +219.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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