+250.7%
TQQQ vs KLAC
+266.8%
-16.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.0% | +0.6% | +0.8% |
| 7D | -1.9% | -2.7% | +0.8% | +0.5% |
| 30D | -4.9% | -13.2% | +8.3% | +7.7% |
| 3M | -6.4% | -25.0% | +18.6% | +16.3% |
| 6M | +44.4% | +23.6% | +20.8% | +7.2% |
| YTD | +35.2% | +49.2% | -14.0% | -22.4% |
| 1Y | +49.5% | +89.3% | -39.8% | -34.7% |
| 3Y | +250.7% | +274.4% | -23.6% | -32.6% |
| All | +250.7% | +266.8% | -16.1% | -32.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling