+154,996.0%
KLAC vs HL
+63.3%
+154,932.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -3.4% |
| 7D | +6.2% | +0.4% | +5.8% | +6.1% |
| 30D | -5.0% | +18.8% | -23.8% | -6.6% |
| 3M | -14.4% | +43.7% | -58.1% | -17.3% |
| 6M | +28.3% | -1.0% | +29.3% | +27.8% |
| YTD | +51.1% | +8.7% | +42.4% | +48.9% |
| 1Y | +100.4% | +105.0% | -4.6% | +86.6% |
| 3Y | +276.3% | +427.3% | -150.9% | +219.1% |
| 5Y | +452.1% | +249.3% | +202.8% | +375.0% |
| 10Y | +2,986.0% | +284.2% | +2,701.8% | +2,376.8% |
| All | +154,996.0% | +63.3% | +154,932.7% | +113,641.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 all: compounded portfolio wealth divided by compounded HL 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…
all analysis · Full analysis span regression · 6 months rolling