+154,996.0%
KLAC vs HBAN
+774.1%
+154,222.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.0% |
| 7D | +6.2% | -1.5% | +7.7% | +6.6% |
| 30D | -5.0% | -5.5% | +0.5% | -3.5% |
| 3M | -14.4% | -0.2% | -14.2% | -14.4% |
| 6M | +28.3% | +5.2% | +23.1% | +26.5% |
| YTD | +51.1% | -2.3% | +53.4% | +51.5% |
| 1Y | +100.4% | -2.2% | +102.6% | +100.4% |
| 3Y | +276.3% | +73.8% | +202.5% | +222.2% |
| 5Y | +452.1% | +35.2% | +416.8% | +400.4% |
| 10Y | +2,986.0% | +155.4% | +2,830.6% | +2,216.7% |
| All | +154,996.0% | +774.1% | +154,222.0% | +65,433.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling