+452.1%
KLAC vs HOOD
+184.6%
+267.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.8% | -1.5% | -2.8% |
| 7D | +6.2% | +7.7% | -1.6% | +3.7% |
| 30D | -5.0% | +22.0% | -27.0% | -10.7% |
| 3M | -14.4% | +37.6% | -52.0% | -22.6% |
| 6M | +28.3% | +45.3% | -17.0% | +12.4% |
| YTD | +51.1% | +1.9% | +49.2% | +44.1% |
| 1Y | +100.4% | -2.7% | +103.1% | +90.8% |
| 3Y | +276.3% | +973.4% | -697.0% | +72.8% |
| 5Y | +452.1% | +179.3% | +272.8% | +200.6% |
| All | +452.1% | +184.6% | +267.4% | +200.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling