+113.7%
KLAC vs HBM
+123.0%
-9.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.9% | +8.3% | +7.7% |
| 7D | +5.7% | -6.4% | +12.1% | +8.6% |
| 30D | -3.6% | +5.9% | -9.5% | -6.5% |
| 3M | -12.8% | -8.9% | -3.9% | -11.1% |
| 6M | +26.1% | +10.7% | +15.4% | +18.1% |
| YTD | +53.3% | +38.3% | +15.0% | +37.2% |
| 1Y | +113.7% | +121.3% | -7.7% | +82.7% |
| All | +113.7% | +123.0% | -9.3% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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