+113.7%
KLAC vs DELL
+328.0%
-214.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.5% | +5.8% | +6.9% |
| 7D | +5.7% | +14.9% | -9.2% | +1.6% |
| 30D | -3.6% | +13.3% | -16.9% | -7.2% |
| 3M | -12.8% | +24.4% | -37.2% | -18.4% |
| 6M | +26.1% | +258.0% | -232.0% | -10.9% |
| YTD | +53.3% | +320.2% | -266.9% | +3.7% |
| 1Y | +113.7% | +319.1% | -205.4% | +45.3% |
| All | +113.7% | +328.0% | -214.3% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 1y: compounded portfolio wealth divided by compounded DELL 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…
1y analysis · Full analysis span regression · 6 months rolling