+3,041.8%
KLAC vs DAL
+128.9%
+2,912.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.4% |
| 7D | +10.6% | +3.4% | +7.2% | +9.1% |
| 30D | -4.5% | -13.6% | +9.1% | +1.4% |
| 3M | -10.3% | +1.2% | -11.5% | -10.5% |
| 6M | +40.9% | +34.5% | +6.4% | +25.0% |
| YTD | +56.1% | +14.7% | +41.4% | +47.1% |
| 1Y | +109.0% | +29.2% | +79.8% | +87.1% |
| 3Y | +288.8% | +100.0% | +188.9% | +179.2% |
| 5Y | +489.1% | +106.3% | +382.8% | +307.2% |
| 10Y | +3,041.8% | +126.4% | +2,915.4% | +1,987.7% |
| All | +3,041.8% | +128.9% | +2,912.9% | +1,987.7% |
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