+511.9%
KLAC vs HOOD
+221.3%
+290.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.1% | +9.4% | +7.8% |
| 7D | +5.7% | +17.1% | -11.4% | +1.7% |
| 30D | -3.6% | +31.6% | -35.2% | -10.0% |
| 3M | -12.8% | +38.2% | -51.1% | -19.9% |
| 6M | +26.1% | +48.5% | -22.5% | +12.4% |
| YTD | +53.3% | +8.0% | +45.3% | +45.5% |
| 1Y | +113.7% | +18.7% | +95.0% | +95.8% |
| 3Y | +274.9% | +999.1% | -724.2% | +103.6% |
| 5Y | +470.1% | +181.7% | +288.5% | +218.5% |
| All | +511.9% | +221.3% | +290.6% | +237.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling