+91.0%
KLAC vs HAL
+69.2%
+21.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.3% | -2.6% |
| 7D | +2.5% | -3.3% | +5.7% | +3.1% |
| 30D | -11.5% | +7.2% | -18.7% | -12.8% |
| 3M | -16.9% | -8.8% | -8.2% | -15.4% |
| 6M | +22.2% | +3.0% | +19.3% | +20.7% |
| YTD | +46.4% | +29.4% | +17.0% | +37.4% |
| 1Y | +91.0% | +62.8% | +28.2% | +75.0% |
| All | +91.0% | +69.2% | +21.8% | +75.0% |
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