+289.1%
KLAC vs HOOD
+133.6%
+155.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.7% |
| 7D | -2.1% | -5.1% | +3.0% | -0.4% |
| 30D | -21.8% | -25.4% | +3.6% | -15.3% |
| 3M | -20.5% | -14.0% | -6.6% | -18.1% |
| 6M | -18.0% | +5.6% | -23.5% | -21.1% |
| YTD | +26.4% | -28.1% | +54.5% | +32.1% |
| 1Y | +26.3% | -40.1% | +66.4% | +37.9% |
| 3Y | +193.3% | +888.2% | -694.9% | +37.0% |
| All | +289.1% | +133.6% | +155.5% | +111.0% |
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