+26.2%
KLAC vs DINO
+105.4%
-79.2%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.8% | +3.7% | -4.8% |
| 7D | -5.7% | -6.6% | +0.9% | -6.2% |
| 30D | -27.6% | -9.2% | -18.3% | -28.1% |
| 3M | -23.3% | +19.2% | -42.5% | -21.1% |
| 6M | -12.4% | +47.6% | -59.9% | -7.3% |
| YTD | +23.7% | +132.2% | -108.5% | +35.8% |
| 1Y | +26.2% | +102.0% | -75.8% | +36.5% |
| All | +26.2% | +105.4% | -79.2% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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