+26.2%
KLAC vs HAL
+25.6%
+0.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.5% |
| 7D | -5.7% | -7.7% | +2.1% | -4.3% |
| 30D | -27.6% | +0.7% | -28.3% | -27.6% |
| 3M | -23.3% | +2.5% | -25.7% | -23.8% |
| 6M | -12.4% | -20.7% | +8.3% | -8.0% |
| YTD | +23.7% | +18.4% | +5.3% | +16.2% |
| 1Y | +26.2% | +25.6% | +0.6% | +18.0% |
| All | +26.2% | +25.6% | +0.6% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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