+274.4%
KLAC vs QQQM
+94.0%
+180.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.4% |
| 7D | -2.7% | -0.6% | -2.1% | -1.6% |
| 30D | -13.2% | -1.2% | -12.0% | -11.1% |
| 3M | -25.0% | -0.1% | -24.9% | -22.8% |
| 6M | +23.6% | +18.0% | +5.6% | -1.6% |
| YTD | +49.2% | +16.7% | +32.5% | +22.1% |
| 1Y | +89.3% | +23.0% | +66.3% | +43.6% |
| 3Y | +274.4% | +93.3% | +181.0% | +51.4% |
| All | +274.4% | +94.0% | +180.3% | +51.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling