+23,261.7%
KLAC vs DLTR
+10,476.7%
+12,785.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.6% | +1.3% | -2.0% |
| 7D | +6.2% | -10.2% | +16.4% | +9.2% |
| 30D | -5.0% | -8.5% | +3.5% | -3.0% |
| 3M | -14.4% | +5.6% | -20.0% | -16.3% |
| 6M | +28.3% | +2.2% | +26.1% | +25.1% |
| YTD | +51.1% | -3.8% | +54.8% | +49.5% |
| 1Y | +100.4% | +22.9% | +77.4% | +84.7% |
| 3Y | +276.3% | +2.0% | +274.3% | +249.0% |
| 5Y | +452.1% | +29.8% | +422.2% | +362.9% |
| 10Y | +2,986.0% | +45.0% | +2,940.9% | +2,294.4% |
| All | +23,261.7% | +10,476.7% | +12,785.0% | +7,910.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling