+452.1%
KLAC vs UPRO
+133.2%
+318.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UPRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.3% |
| 7D | +6.2% | -1.3% | +7.5% | +6.9% |
| 30D | -5.0% | -5.0% | 0.0% | -2.0% |
| 3M | -14.4% | +7.5% | -21.9% | -17.5% |
| 6M | +28.3% | +33.2% | -4.9% | +8.7% |
| YTD | +51.1% | +27.7% | +23.4% | +31.8% |
| 1Y | +100.4% | +43.0% | +57.3% | +63.8% |
| 3Y | +276.3% | +224.4% | +51.9% | +86.0% |
| 5Y | +452.1% | +135.9% | +316.2% | +214.3% |
| All | +452.1% | +133.2% | +318.9% | +214.3% |
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