+113.7%
KLAC vs DLTR
+29.2%
+84.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.3% | +7.0% | +7.3% |
| 7D | +5.7% | +2.5% | +3.3% | +5.6% |
| 30D | -3.6% | +2.1% | -5.7% | -3.8% |
| 3M | -12.8% | +20.3% | -33.1% | -15.2% |
| 6M | +26.1% | +11.5% | +14.5% | +25.0% |
| YTD | +53.3% | +6.8% | +46.5% | +53.9% |
| 1Y | +113.7% | +31.1% | +82.6% | +103.5% |
| All | +113.7% | +29.2% | +84.4% | +103.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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