+26.2%
KLAC vs HIG
+12.7%
+13.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.4% | -6.5% | -1.7% |
| 7D | -5.7% | +6.2% | -11.9% | +0.4% |
| 30D | -27.6% | +9.4% | -37.0% | -20.4% |
| 3M | -23.3% | -2.3% | -20.9% | -24.7% |
| 6M | -12.4% | +4.2% | -16.5% | -5.8% |
| YTD | +23.7% | +1.6% | +22.2% | +35.2% |
| 1Y | +26.2% | +9.9% | +16.3% | +45.8% |
| All | +26.2% | +12.7% | +13.4% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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