+87.6%
SMH vs KLAC
+93.2%
-5.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +0.4% |
| 7D | +0.3% | -2.7% | +2.9% | +1.7% |
| 30D | -2.8% | -13.2% | +10.4% | +5.0% |
| 3M | -6.7% | -25.0% | +18.3% | +7.0% |
| 6M | +41.8% | +23.6% | +18.2% | +22.2% |
| YTD | +57.9% | +49.2% | +8.7% | +17.6% |
| 1Y | +87.6% | +89.3% | -1.7% | +23.4% |
| All | +87.6% | +93.2% | -5.6% | +23.4% |
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