+80.5%
KLIC price history and return analytics
+74.2%
+6.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +2.1% |
| 7D | +6.1% | -0.1% | +6.3% | +6.3% |
| 30D | -3.1% | -0.7% | -2.5% | -1.8% |
| 3M | -18.2% | +4.0% | -22.2% | -23.2% |
| 6M | +28.6% | +12.3% | +16.3% | +6.0% |
| YTD | +84.8% | +14.0% | +70.8% | +48.8% |
| 1Y | +123.9% | +20.3% | +103.6% | +64.5% |
| All | +80.5% | +74.2% | +6.3% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling