+113.7%
KLAC vs QQQM
+26.6%
+87.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +6.9% |
| 7D | +5.7% | +0.4% | +5.4% | +4.9% |
| 30D | -3.6% | +0.2% | -3.9% | -4.0% |
| 3M | -12.8% | -2.8% | -10.0% | -4.6% |
| 6M | +26.1% | +18.1% | +8.0% | -4.6% |
| YTD | +53.3% | +17.4% | +36.0% | +19.0% |
| 1Y | +113.7% | +25.7% | +88.0% | +41.9% |
| All | +113.7% | +26.6% | +87.0% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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