+113.7%
KLAC vs QQQI
+19.4%
+94.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +6.8% |
| 7D | +5.7% | +0.4% | +5.3% | +4.6% |
| 30D | -3.6% | +1.0% | -4.6% | -5.9% |
| 3M | -12.8% | -1.2% | -11.6% | -7.1% |
| 6M | +26.1% | +11.6% | +14.5% | +3.4% |
| YTD | +53.3% | +11.7% | +41.6% | +27.2% |
| 1Y | +113.7% | +18.7% | +95.0% | +45.9% |
| All | +113.7% | +19.4% | +94.3% | +45.9% |
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