+129,625.8%
KLAC vs HAS
+4,769.2%
+124,856.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | +0.8% |
| 7D | -2.1% | +3.3% | -5.3% | -3.2% |
| 30D | -21.8% | +30.5% | -52.3% | -29.6% |
| 3M | -20.5% | +29.9% | -50.4% | -28.5% |
| 6M | -18.0% | +26.5% | -44.5% | -26.0% |
| YTD | +26.4% | +51.9% | -25.6% | +5.8% |
| 1Y | +26.3% | +60.9% | -34.6% | +3.4% |
| 3Y | +193.3% | +215.0% | -21.7% | +82.9% |
| 5Y | +297.2% | +51.5% | +245.7% | +221.1% |
| 10Y | +2,288.0% | +102.2% | +2,185.7% | +1,513.7% |
| All | +129,625.8% | +4,769.2% | +124,856.6% | +28,016.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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