+270.8%
KLAC vs DAL
+95.1%
+175.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +6.5% |
| 7D | +5.7% | +0.1% | +5.6% | +5.7% |
| 30D | -3.6% | -13.9% | +10.3% | +3.3% |
| 3M | -12.8% | +1.1% | -13.9% | -13.0% |
| 6M | +26.1% | +26.2% | -0.2% | +13.8% |
| YTD | +53.3% | +16.4% | +36.9% | +42.6% |
| 1Y | +113.7% | +33.9% | +79.8% | +86.9% |
| All | +270.8% | +95.1% | +175.7% | +129.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling