+327.2%
SMH vs KLAC
+434.8%
-107.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +0.1% |
| 7D | +0.3% | -2.7% | +2.9% | +2.1% |
| 30D | -2.8% | -13.2% | +10.4% | +6.9% |
| 3M | -6.7% | -25.0% | +18.3% | +10.1% |
| 6M | +41.8% | +23.6% | +18.2% | +15.2% |
| YTD | +57.9% | +49.2% | +8.7% | +8.5% |
| 1Y | +87.6% | +89.3% | -1.7% | +6.8% |
| 3Y | +282.9% | +274.4% | +8.6% | +24.2% |
| All | +327.2% | +434.8% | -107.6% | +4.3% |
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