+113.7%
KLAC vs HRB
+1.1%
+112.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -4.0% | +11.3% | +6.1% |
| 7D | +5.7% | -5.7% | +11.4% | +3.9% |
| 30D | -3.6% | +7.9% | -11.5% | -1.0% |
| 3M | -12.8% | +32.1% | -44.9% | -2.5% |
| 6M | +26.1% | +62.2% | -36.2% | +47.4% |
| YTD | +53.3% | +16.4% | +36.9% | +72.1% |
| 1Y | +113.7% | -0.3% | +113.9% | +130.6% |
| All | +113.7% | +1.1% | +112.6% | +130.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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