+96.2%
SMH vs KLAC
+121.3%
-25.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +7.3% | -4.7% | -1.5% |
| 7D | +2.5% | +5.7% | -3.2% | -0.8% |
| 30D | -0.5% | -3.6% | +3.2% | +1.4% |
| 3M | -9.6% | -12.8% | +3.2% | -5.1% |
| 6M | +42.1% | +26.1% | +16.0% | +21.2% |
| YTD | +57.4% | +53.3% | +4.1% | +16.0% |
| 1Y | +96.2% | +113.7% | -17.5% | +19.4% |
| All | +96.2% | +121.3% | -25.1% | +19.4% |
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