+1,700.9%
KLAC vs EQH
+230.1%
+1,470.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.6% |
| 7D | +2.5% | -1.8% | +4.2% | +3.3% |
| 30D | -11.5% | +2.4% | -14.0% | -12.8% |
| 3M | -16.9% | +26.3% | -43.2% | -27.3% |
| 6M | +22.2% | +35.8% | -13.6% | +1.7% |
| YTD | +46.4% | +12.7% | +33.7% | +34.1% |
| 1Y | +91.0% | +2.5% | +88.6% | +82.8% |
| 3Y | +264.6% | +98.6% | +165.9% | +136.5% |
| 5Y | +430.6% | +101.7% | +328.9% | +238.4% |
| All | +1,700.9% | +230.1% | +1,470.8% | +689.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling