+756.6%
KLAC vs QQQM
+149.8%
+606.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.1% | -1.5% |
| 7D | +2.5% | -1.3% | +3.7% | +4.5% |
| 30D | -11.5% | -1.4% | -10.2% | -9.5% |
| 3M | -16.9% | +2.2% | -19.1% | -17.1% |
| 6M | +22.2% | +16.9% | +5.4% | +1.3% |
| YTD | +46.4% | +15.7% | +30.7% | +24.4% |
| 1Y | +91.0% | +22.7% | +68.3% | +50.4% |
| 3Y | +264.6% | +93.9% | +170.6% | +58.8% |
| 5Y | +430.6% | +94.6% | +336.0% | +143.8% |
| All | +756.6% | +149.8% | +606.9% | +177.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling