+26.2%
KLAC vs DELL
+142.0%
-115.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.8% | +4.7% | -1.7% |
| 7D | -5.7% | -24.6% | +18.9% | +1.7% |
| 30D | -27.6% | -32.5% | +4.9% | -19.8% |
| 3M | -23.3% | -20.2% | -3.1% | -19.4% |
| 6M | -12.4% | +76.5% | -88.8% | -25.8% |
| YTD | +23.7% | +198.9% | -175.2% | -7.6% |
| 1Y | +26.2% | +143.3% | -117.1% | -1.3% |
| All | +26.2% | +142.0% | -115.8% | -1.3% |
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