+113.7%
KLAC vs HUBS
-46.5%
+160.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.9% | +10.3% | +6.8% |
| 7D | +5.7% | -5.0% | +10.7% | +4.8% |
| 30D | -3.6% | -1.0% | -2.6% | -3.1% |
| 3M | -12.8% | +12.4% | -25.2% | -7.9% |
| 6M | +26.1% | -11.1% | +37.2% | +32.6% |
| YTD | +53.3% | -38.3% | +91.6% | +64.2% |
| 1Y | +113.7% | -46.7% | +160.3% | +133.8% |
| All | +113.7% | -46.5% | +160.1% | +133.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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