+430.6%
KLAC vs SPXL
+132.3%
+298.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.0% |
| 7D | +2.5% | -6.0% | +8.4% | +6.4% |
| 30D | -11.5% | -5.8% | -5.7% | -8.3% |
| 3M | -16.9% | +10.9% | -27.8% | -21.3% |
| 6M | +22.2% | +31.9% | -9.7% | +4.2% |
| YTD | +46.4% | +25.8% | +20.6% | +28.9% |
| 1Y | +91.0% | +39.8% | +51.2% | +58.3% |
| 3Y | +264.6% | +219.9% | +44.7% | +81.6% |
| 5Y | +430.6% | +141.1% | +289.5% | +198.2% |
| All | +430.6% | +132.3% | +298.2% | +198.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 5y: compounded portfolio wealth divided by compounded SPXL 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…
5y analysis · Full analysis span regression · 6 months rolling