+715.9%
KLIC price history and return analytics
+229.8%
+486.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.9% | +2.9% | +2.4% |
| 7D | +5.5% | -1.1% | +6.6% | +7.4% |
| 30D | -9.5% | -1.0% | -8.5% | -7.9% |
| 3M | -22.8% | +3.2% | -26.0% | -25.9% |
| 6M | +32.0% | +12.5% | +19.5% | +11.7% |
| YTD | +90.0% | +14.1% | +75.9% | +58.0% |
| 1Y | +123.9% | +18.9% | +105.0% | +75.1% |
| 3Y | +85.5% | +74.1% | +11.4% | -17.0% |
| 5Y | +28.7% | +66.9% | -38.2% | -36.1% |
| All | +715.9% | +229.8% | +486.2% | +56.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling