+154,996.0%
KLAC vs HUBB
+150,593.0%
+4,403.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -3.2% |
| 7D | +6.2% | +1.1% | +5.1% | +6.2% |
| 30D | -5.0% | -9.6% | +4.6% | -4.8% |
| 3M | -14.4% | -6.2% | -8.2% | -14.3% |
| 6M | +28.3% | -6.2% | +34.5% | +28.6% |
| YTD | +51.1% | +3.4% | +47.7% | +51.2% |
| 1Y | +100.4% | +5.3% | +95.1% | +100.5% |
| 3Y | +276.3% | +44.4% | +232.0% | +274.7% |
| 5Y | +452.1% | +152.4% | +299.7% | +445.0% |
| 10Y | +2,986.0% | +437.0% | +2,548.9% | +2,917.2% |
| All | +154,996.0% | +150,593.0% | +4,403.0% | +157,695.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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