+43.4%
SMH vs KLAC
+25.7%
+17.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -0.4% |
| 7D | -11.2% | -5.7% | -5.5% | -8.2% |
| 30D | -20.4% | -27.6% | +7.1% | -4.9% |
| 3M | -12.4% | -23.3% | +10.9% | +0.9% |
| 6M | -0.5% | -12.4% | +11.9% | +3.7% |
| YTD | +40.0% | +23.7% | +16.3% | +13.8% |
| 1Y | +43.4% | +26.2% | +17.2% | +14.8% |
| All | +43.4% | +25.7% | +17.7% | +14.8% |
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