+2,323.7%
KLAC vs UPRO
+1,102.3%
+1,221.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -1.7% |
| 7D | +21.2% | +9.7% | +11.5% | +15.3% |
| 30D | -14.5% | -9.8% | -4.7% | -9.0% |
| 3M | -24.4% | -9.1% | -15.3% | -20.0% |
| 6M | -12.9% | +0.9% | -13.9% | -12.2% |
| YTD | +29.9% | +21.9% | +8.0% | +18.4% |
| 1Y | +31.9% | +19.8% | +12.1% | +21.3% |
| 3Y | +201.5% | +227.4% | -25.8% | +57.5% |
| 5Y | +298.6% | +100.1% | +198.5% | +149.3% |
| All | +2,323.7% | +1,102.3% | +1,221.4% | +366.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UPRO.
Daily Out/Under-Performance
Portfolio return minus UPRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPRO 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 UPRO 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