+252.2%
KLAC vs DAL
+101.3%
+150.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.2% | +4.5% | +5.6% |
| 7D | -12.3% | +8.8% | -21.1% | -15.9% |
| 30D | -29.6% | +5.4% | -35.0% | -31.6% |
| 3M | -28.2% | -4.9% | -23.3% | -26.6% |
| 6M | -23.6% | +19.8% | -43.4% | -30.2% |
| YTD | +14.4% | +27.0% | -12.6% | +1.0% |
| 1Y | +15.4% | +52.5% | -37.0% | -6.5% |
| 3Y | +184.3% | +173.8% | +10.5% | +58.0% |
| All | +252.2% | +101.3% | +150.9% | +104.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling