+288.8%
KLAC vs HOOD
+997.7%
-708.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +2.8% |
| 7D | +10.6% | +13.4% | -2.8% | +6.7% |
| 30D | -4.5% | +25.8% | -30.3% | -10.6% |
| 3M | -10.3% | +38.0% | -48.2% | -18.5% |
| 6M | +40.9% | +52.2% | -11.3% | +22.9% |
| YTD | +56.1% | +3.7% | +52.4% | +48.8% |
| 1Y | +109.0% | +0.1% | +109.0% | +98.3% |
| 3Y | +288.8% | +992.6% | -703.7% | +110.8% |
| All | +288.8% | +997.7% | -708.8% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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