+248.8%
NBIS vs KLAC
+121.3%
+127.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +7.3% | +0.2% | +1.6% |
| 7D | +8.2% | +5.7% | +2.5% | +3.6% |
| 30D | +3.4% | -3.6% | +7.0% | +7.5% |
| 3M | -12.8% | -12.8% | 0.0% | -2.0% |
| 6M | +131.5% | +26.1% | +105.5% | +89.3% |
| YTD | +170.5% | +53.3% | +117.1% | +83.7% |
| 1Y | +248.8% | +113.7% | +135.1% | +161.1% |
| All | +248.8% | +121.3% | +127.5% | +161.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 KLAC 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