+2,986.0%
KLAC vs HD
+203.3%
+2,782.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.5% |
| 7D | +6.2% | -1.8% | +8.0% | +7.6% |
| 30D | -5.0% | -10.8% | +5.9% | +3.0% |
| 3M | -14.4% | -2.7% | -11.7% | -13.6% |
| 6M | +28.3% | -10.3% | +38.6% | +36.9% |
| YTD | +51.1% | -7.8% | +58.9% | +57.1% |
| 1Y | +100.4% | -23.1% | +123.5% | +137.1% |
| 3Y | +276.3% | +2.0% | +274.3% | +248.3% |
| 5Y | +452.1% | +6.2% | +445.8% | +385.6% |
| 10Y | +2,986.0% | +210.2% | +2,775.8% | +1,340.1% |
| All | +2,986.0% | +203.3% | +2,782.7% | +1,340.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling