+1,101.8%
NBIS vs KLAC
+174.1%
+927.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | +1.6% |
| 7D | +17.8% | +6.2% | +11.6% | +11.4% |
| 30D | +30.5% | -5.0% | +35.5% | +38.5% |
| 3M | +9.2% | -14.4% | +23.6% | +24.5% |
| 6M | +153.2% | +28.3% | +124.9% | +83.1% |
| YTD | +187.1% | +51.1% | +136.0% | +66.7% |
| 1Y | +151.1% | +100.4% | +50.7% | +2.2% |
| All | +1,101.8% | +174.1% | +927.7% | +253.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling