+309.5%
KLAC vs UPRO
+104.9%
+204.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.9% | +1.3% | +2.8% |
| 7D | +7.5% | -3.8% | +11.3% | +10.6% |
| 30D | -15.3% | -8.9% | -6.5% | -9.9% |
| 3M | -19.6% | -7.4% | -12.2% | -15.5% |
| 6M | -12.5% | +1.6% | -14.1% | -12.2% |
| YTD | +33.0% | +23.2% | +9.8% | +19.0% |
| 1Y | +35.9% | +21.2% | +14.7% | +22.8% |
| 3Y | +208.6% | +230.8% | -22.2% | +52.4% |
| 5Y | +309.5% | +106.7% | +202.8% | +151.3% |
| All | +309.5% | +104.9% | +204.6% | +151.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling