+109.0%
KLAC vs DAL
+30.9%
+78.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.7% |
| 7D | +10.6% | +3.4% | +7.2% | +8.6% |
| 30D | -4.5% | -13.6% | +9.1% | +3.6% |
| 3M | -10.3% | +1.2% | -11.5% | -10.2% |
| 6M | +40.9% | +34.5% | +6.4% | +21.7% |
| YTD | +56.1% | +14.7% | +41.4% | +43.8% |
| 1Y | +109.0% | +29.2% | +79.8% | +83.3% |
| All | +109.0% | +30.9% | +78.2% | +83.3% |
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