+119.1%
KLIC price history and return analytics
+23.3%
+95.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.6% | +3.6% |
| 7D | +0.7% | +0.4% | +0.3% | -0.3% |
| 30D | -13.0% | +1.0% | -14.0% | -14.7% |
| 3M | -24.0% | +2.4% | -26.3% | -27.0% |
| 6M | +21.1% | +12.0% | +9.1% | -1.3% |
| YTD | +80.0% | +15.3% | +64.7% | +38.8% |
| 1Y | +119.1% | +22.6% | +96.6% | +49.6% |
| All | +119.1% | +23.3% | +95.8% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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