+40.7%
TQQQ vs KLAC
+25.0%
+15.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.1% | -0.1% | -1.0% |
| 7D | -3.9% | +2.5% | -6.4% | -5.9% |
| 30D | -5.3% | -11.5% | +6.2% | +3.2% |
| 3M | +0.1% | -16.9% | +17.1% | +8.7% |
| 6M | +40.7% | +22.2% | +18.4% | +4.0% |
| All | +40.7% | +25.0% | +15.7% | +4.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling