+89.3%
KLAC vs HDB
-33.5%
+122.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.9% | -4.9% | +0.5% |
| 7D | -2.7% | +0.7% | -3.4% | -2.9% |
| 30D | -13.2% | +1.0% | -14.2% | -13.4% |
| 3M | -25.0% | -2.0% | -23.0% | -25.5% |
| 6M | +23.6% | -18.1% | +41.7% | +25.0% |
| YTD | +49.2% | -36.1% | +85.3% | +45.4% |
| 1Y | +89.3% | -34.0% | +123.4% | +80.5% |
| All | +89.3% | -33.5% | +122.9% | +80.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling