+4,971.5%
KLAC vs DAL
+395.8%
+4,575.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.6% | +0.9% |
| 7D | -2.1% | +10.7% | -12.8% | -4.8% |
| 30D | -21.8% | +12.5% | -34.3% | -24.4% |
| 3M | -20.5% | +3.6% | -24.2% | -21.3% |
| 6M | -18.0% | +26.7% | -44.7% | -23.3% |
| YTD | +26.4% | +34.3% | -7.9% | +16.0% |
| 1Y | +26.3% | +59.1% | -32.8% | +10.4% |
| 3Y | +193.3% | +179.9% | +13.4% | +114.4% |
| 5Y | +297.2% | +119.1% | +178.1% | +206.1% |
| 10Y | +2,288.0% | +125.6% | +2,162.4% | +1,612.6% |
| All | +4,971.5% | +395.8% | +4,575.7% | +2,274.5% |
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