+89.3%
KLAC vs QQQM
+23.2%
+66.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | 0.0% |
| 7D | -2.7% | -0.6% | -2.1% | -1.4% |
| 30D | -13.2% | -1.2% | -12.0% | -10.6% |
| 3M | -25.0% | -0.1% | -24.9% | -22.5% |
| 6M | +23.6% | +18.0% | +5.6% | -6.2% |
| YTD | +49.2% | +16.7% | +32.5% | +17.4% |
| 1Y | +89.3% | +23.0% | +66.3% | +29.8% |
| All | +89.3% | +23.2% | +66.1% | +29.8% |
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