+195.3%
KLAC vs HAL
-5.8%
+201.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.1% | -6.3% | -4.3% |
| 7D | +10.0% | +6.1% | +3.9% | +7.7% |
| 30D | -14.8% | +2.9% | -17.7% | -15.6% |
| 3M | -27.2% | +3.3% | -30.5% | -28.3% |
| 6M | -17.5% | -16.9% | -0.5% | -12.1% |
| YTD | +25.8% | +21.2% | +4.6% | +14.2% |
| 1Y | +31.8% | +27.5% | +4.3% | +17.0% |
| 3Y | +195.3% | -6.4% | +201.7% | +174.6% |
| All | +195.3% | -5.8% | +201.1% | +174.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling