+4,490.9%
KLAC vs DAL
+368.9%
+4,121.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.2% | +4.5% | +6.1% |
| 7D | -12.3% | +8.8% | -21.1% | -14.5% |
| 30D | -29.6% | +5.4% | -35.0% | -30.8% |
| 3M | -28.2% | -4.9% | -23.3% | -27.2% |
| 6M | -23.6% | +19.8% | -43.4% | -27.5% |
| YTD | +14.4% | +27.0% | -12.6% | +6.6% |
| 1Y | +15.4% | +52.5% | -37.0% | +2.1% |
| 3Y | +184.3% | +173.8% | +10.5% | +109.2% |
| 5Y | +248.9% | +104.5% | +144.3% | +174.0% |
| 10Y | +2,076.9% | +129.7% | +1,947.2% | +1,459.5% |
| All | +4,490.9% | +368.9% | +4,121.9% | +2,082.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling