+995.8%
KLIC price history and return analytics
+356.5%
+639.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.2% |
| 7D | +7.9% | +2.4% | +5.6% | +4.4% |
| 30D | -18.3% | -1.5% | -16.8% | -15.5% |
| 3M | -27.7% | -4.1% | -23.6% | -21.9% |
| 6M | -33.5% | +0.6% | -34.0% | -32.2% |
| YTD | +52.7% | +11.0% | +41.7% | +35.3% |
| 1Y | +85.8% | +13.3% | +72.5% | +59.5% |
| 3Y | +61.7% | +73.4% | -11.7% | -23.7% |
| 5Y | +26.3% | +57.4% | -31.1% | -28.5% |
| 10Y | +472.3% | +221.7% | +250.5% | +21.0% |
| All | +995.8% | +356.5% | +639.3% | +9.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling