+274.4%
KLAC vs HBAN
+74.3%
+200.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.6% |
| 7D | -2.7% | -1.0% | -1.7% | -2.2% |
| 30D | -13.2% | -5.6% | -7.6% | -10.9% |
| 3M | -25.0% | -1.1% | -23.9% | -24.8% |
| 6M | +23.6% | +9.9% | +13.7% | +18.2% |
| YTD | +49.2% | -0.9% | +50.2% | +48.0% |
| 1Y | +89.3% | -1.4% | +90.7% | +87.7% |
| 3Y | +274.4% | +78.2% | +196.1% | +191.0% |
| All | +274.4% | +74.3% | +200.0% | +191.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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