+2,896.3%
KLAC vs SPXS
-99.6%
+2,995.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | +0.6% |
| 7D | -2.7% | +2.5% | -5.2% | -1.2% |
| 30D | -13.2% | +4.2% | -17.4% | -10.9% |
| 3M | -25.0% | -9.3% | -15.7% | -27.2% |
| 6M | +23.6% | -30.7% | +54.3% | +6.8% |
| YTD | +49.2% | -28.1% | +77.3% | +33.8% |
| 1Y | +89.3% | -35.1% | +124.4% | +64.1% |
| 3Y | +274.4% | -79.6% | +353.9% | +116.2% |
| 5Y | +440.9% | -86.3% | +527.2% | +237.7% |
| All | +2,896.3% | -99.6% | +2,995.9% | +565.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 10y: compounded portfolio wealth divided by compounded SPXS 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…
10y analysis · Full analysis span regression · 6 months rolling