+2,838.9%
KLAC vs HDB
+32.9%
+2,806.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.6% |
| 7D | +2.5% | -6.2% | +8.6% | +5.4% |
| 30D | -11.5% | -6.2% | -5.3% | -9.2% |
| 3M | -16.9% | -5.9% | -11.1% | -15.6% |
| 6M | +22.2% | -25.9% | +48.2% | +38.2% |
| YTD | +46.4% | -40.2% | +86.6% | +81.9% |
| 1Y | +91.0% | -38.0% | +129.0% | +132.5% |
| 3Y | +264.6% | -30.5% | +295.0% | +307.4% |
| 5Y | +430.6% | -38.1% | +468.7% | +517.0% |
| All | +2,838.9% | +32.9% | +2,806.0% | +2,416.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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