+25.0%
KLAC vs DAL
+54.9%
-29.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +5.3% | +4.0% | +6.1% |
| 7D | -1.1% | +10.0% | -11.2% | -6.2% |
| 30D | -22.6% | +12.0% | -34.6% | -27.5% |
| 3M | -23.5% | +0.8% | -24.3% | -23.8% |
| 6M | -18.8% | +26.2% | -45.0% | -28.8% |
| YTD | +25.0% | +33.7% | -8.6% | +4.0% |
| All | +25.0% | +54.9% | -29.9% | -2.6% |
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 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