+6.3%
KLAC vs QQQI
+2.7%
+3.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.3% | -5.7% | -7.7% | +0.7% |
| 7D | -22.5% | -8.5% | -14.0% | -2.9% |
| 30D | -34.3% | -12.7% | -21.6% | -6.9% |
| 3M | -32.6% | -7.7% | -24.9% | -17.2% |
| 6M | -24.9% | -4.6% | -20.3% | -10.6% |
| YTD | +7.2% | +2.1% | +5.1% | +12.9% |
| 1Y | +6.3% | +2.1% | +4.3% | +12.3% |
| All | +6.3% | +2.7% | +3.6% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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