+26.2%
KLAC vs EQH
+18.6%
+7.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.6% | -5.7% | -4.4% |
| 7D | -5.7% | +2.8% | -8.5% | -6.1% |
| 30D | -27.6% | +3.9% | -31.5% | -28.1% |
| 3M | -23.3% | +16.3% | -39.6% | -25.7% |
| 6M | -12.4% | +37.1% | -49.5% | -19.1% |
| YTD | +23.7% | +20.2% | +3.5% | +16.6% |
| 1Y | +26.2% | +17.9% | +8.2% | +19.0% |
| All | +26.2% | +18.6% | +7.6% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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