+154,995.9%
KLAC vs HPQ
+3,044.5%
+151,951.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.9% | -8.1% | -5.9% |
| 7D | +6.2% | +2.2% | +3.9% | +4.7% |
| 30D | -5.0% | +9.7% | -14.7% | -10.6% |
| 3M | -14.4% | +32.7% | -47.1% | -28.6% |
| 6M | +28.3% | +77.7% | -49.4% | -12.0% |
| YTD | +51.1% | +51.0% | +0.1% | +12.5% |
| 1Y | +100.4% | +18.4% | +82.0% | +69.0% |
| 3Y | +276.3% | +25.6% | +250.8% | +198.3% |
| 5Y | +452.1% | +38.6% | +413.4% | +309.1% |
| 10Y | +2,986.0% | +226.1% | +2,759.8% | +1,215.7% |
| All | +154,995.9% | +3,044.5% | +151,951.4% | +21,620.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling