+113.7%
KLAC vs XLK
+44.7%
+69.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.7% | +6.6% | +6.1% |
| 7D | +5.7% | +0.9% | +4.9% | +4.3% |
| 30D | -3.6% | +0.7% | -4.4% | -4.7% |
| 3M | -12.8% | -2.9% | -9.9% | -6.1% |
| 6M | +26.1% | +34.3% | -8.2% | -17.1% |
| YTD | +53.3% | +30.4% | +22.9% | +6.6% |
| 1Y | +113.7% | +43.4% | +70.3% | +29.6% |
| All | +113.7% | +44.7% | +69.0% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 1y: compounded portfolio wealth divided by compounded XLK 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…
1y analysis · Full analysis span regression · 6 months rolling