+2,381.5%
KLAC vs DAL
+124.5%
+2,257.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.0% | +6.2% | +5.6% |
| 7D | +7.5% | +2.3% | +5.2% | +6.8% |
| 30D | -15.3% | +14.3% | -29.6% | -20.0% |
| 3M | -19.6% | +1.3% | -20.9% | -20.1% |
| 6M | -12.5% | +29.3% | -41.8% | -21.4% |
| YTD | +33.0% | +33.0% | 0.0% | +17.7% |
| 1Y | +35.9% | +59.8% | -23.9% | +11.7% |
| 3Y | +208.6% | +177.2% | +31.5% | +94.3% |
| 5Y | +309.5% | +118.4% | +191.1% | +175.3% |
| 10Y | +2,381.5% | +121.4% | +2,260.1% | +1,507.6% |
| All | +2,381.5% | +124.5% | +2,257.1% | +1,507.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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