+1,022.8%
NBIS vs KLAC
+170.7%
+852.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.0% | -3.5% | -3.4% |
| 7D | -0.8% | -2.7% | +1.9% | +1.8% |
| 30D | -13.4% | -13.2% | -0.2% | -0.9% |
| 3M | +1.0% | -25.0% | +26.1% | +31.2% |
| 6M | +100.5% | +23.6% | +76.9% | +50.5% |
| YTD | +168.3% | +49.2% | +119.0% | +57.6% |
| 1Y | +151.8% | +89.3% | +62.4% | +10.1% |
| All | +1,022.8% | +170.7% | +852.1% | +234.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling