+160,143.0%
KLAC vs DHR
+56,062.1%
+104,081.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.4% |
| 7D | +10.6% | -0.8% | +11.4% | +11.0% |
| 30D | -4.5% | +0.2% | -4.7% | -5.0% |
| 3M | -10.3% | +12.1% | -22.3% | -17.3% |
| 6M | +40.9% | +5.4% | +35.5% | +33.3% |
| YTD | +56.1% | -10.0% | +66.1% | +60.1% |
| 1Y | +109.0% | +4.1% | +104.9% | +97.6% |
| 3Y | +288.8% | -5.2% | +294.0% | +278.0% |
| 5Y | +489.1% | -28.2% | +517.4% | +555.6% |
| 10Y | +3,041.8% | +208.4% | +2,833.4% | +1,631.9% |
| All | +160,143.0% | +56,062.1% | +104,081.0% | +10,739.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DHR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling