+274.4%
KLAC vs SQQQ
-89.4%
+363.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SQQQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.6% | +4.5% | +0.4% |
| 7D | -2.7% | +1.8% | -4.5% | -1.5% |
| 30D | -13.2% | +4.2% | -17.3% | -10.5% |
| 3M | -25.0% | -3.3% | -21.7% | -21.1% |
| 6M | +23.6% | -43.6% | +67.2% | +2.5% |
| YTD | +49.2% | -41.9% | +91.1% | +29.1% |
| 1Y | +89.3% | -50.6% | +140.0% | +55.5% |
| 3Y | +274.4% | -89.3% | +363.7% | +96.4% |
| All | +274.4% | -89.4% | +363.8% | +96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SQQQ.
Daily Out/Under-Performance
Portfolio return minus SQQQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SQQQ 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 SQQQ 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