+288.8%
KLAC vs HDB
-27.8%
+316.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.0% | +4.8% | +2.5% |
| 7D | +10.6% | -2.0% | +12.6% | +11.0% |
| 30D | -4.5% | -4.9% | +0.4% | -3.5% |
| 3M | -10.3% | -2.3% | -7.9% | -10.4% |
| 6M | +40.9% | -23.7% | +64.6% | +48.3% |
| YTD | +56.1% | -38.5% | +94.6% | +70.8% |
| 1Y | +109.0% | -36.5% | +145.5% | +126.6% |
| 3Y | +288.8% | -28.5% | +317.3% | +299.9% |
| All | +288.8% | -27.8% | +316.6% | +299.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling