+31.8%
KLAC vs DAL
+44.4%
-12.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.3% | -2.8% | -3.0% |
| 7D | +10.0% | -1.1% | +11.1% | +10.7% |
| 30D | -14.8% | +12.8% | -27.7% | -20.7% |
| 3M | -27.2% | -5.3% | -21.9% | -24.7% |
| 6M | -17.5% | +22.4% | -39.8% | -26.2% |
| YTD | +25.8% | +25.6% | +0.2% | +8.5% |
| 1Y | +31.8% | +45.5% | -13.7% | +7.0% |
| All | +31.8% | +44.4% | -12.6% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling