+2,838.9%
KLAC vs HAL
+5.2%
+2,833.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.3% | -2.3% |
| 7D | +2.5% | -3.3% | +5.7% | +3.4% |
| 30D | -11.5% | +7.2% | -18.7% | -13.5% |
| 3M | -16.9% | -8.8% | -8.2% | -15.1% |
| 6M | +22.2% | +3.0% | +19.3% | +20.1% |
| YTD | +46.4% | +29.4% | +17.0% | +34.0% |
| 1Y | +91.0% | +62.8% | +28.2% | +62.3% |
| 3Y | +264.6% | -6.4% | +271.0% | +256.1% |
| 5Y | +430.6% | +103.6% | +327.0% | +292.5% |
| All | +2,838.9% | +5.2% | +2,833.7% | +1,901.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling