+113.7%
KLAC vs HPQ
+19.5%
+94.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.2% | +5.1% | +7.3% |
| 7D | +5.7% | +6.9% | -1.2% | +5.7% |
| 30D | -3.6% | +14.4% | -18.1% | -3.7% |
| 3M | -12.8% | +25.6% | -38.4% | -12.6% |
| 6M | +26.1% | +75.0% | -49.0% | +19.8% |
| YTD | +53.3% | +50.7% | +2.6% | +51.7% |
| 1Y | +113.7% | +18.7% | +95.0% | +131.1% |
| All | +113.7% | +19.5% | +94.2% | +131.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 1y: compounded portfolio wealth divided by compounded HPQ 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…
1y analysis · Full analysis span regression · 6 months rolling