+6,052.5%
KLAC vs DAL
+329.9%
+5,722.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.8% | +5.5% | +6.8% |
| 7D | +5.7% | +0.1% | +5.6% | +5.7% |
| 30D | -3.6% | -13.9% | +10.3% | +0.7% |
| 3M | -12.8% | +1.1% | -13.9% | -12.9% |
| 6M | +26.1% | +26.2% | -0.2% | +18.1% |
| YTD | +53.3% | +16.4% | +36.9% | +46.7% |
| 1Y | +113.7% | +33.9% | +79.8% | +96.1% |
| 3Y | +274.9% | +93.4% | +181.5% | +203.3% |
| 5Y | +470.1% | +106.4% | +363.8% | +347.6% |
| 10Y | +2,997.0% | +143.0% | +2,854.0% | +2,103.8% |
| All | +6,052.5% | +329.9% | +5,722.6% | +2,902.9% |
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