+105.2%
TQQQ vs KLAC
+434.8%
-329.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.0% | +0.6% | +0.4% |
| 7D | -1.9% | -2.7% | +0.8% | +0.9% |
| 30D | -4.9% | -13.2% | +8.3% | +10.1% |
| 3M | -6.4% | -25.0% | +18.6% | +19.9% |
| 6M | +44.4% | +23.6% | +20.8% | -0.8% |
| YTD | +35.2% | +49.2% | -14.0% | -31.4% |
| 1Y | +49.5% | +89.3% | -39.8% | -44.9% |
| 3Y | +250.7% | +274.4% | -23.6% | -51.9% |
| All | +105.2% | +434.8% | -329.6% | -80.8% |
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 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