+3,707.5%
KLAC vs HUBS
+583.9%
+3,123.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +1.7% |
| 7D | -2.7% | -9.0% | +6.3% | -0.2% |
| 30D | -13.2% | +7.2% | -20.4% | -15.6% |
| 3M | -25.0% | +20.9% | -45.9% | -32.0% |
| 6M | +23.6% | -13.0% | +36.6% | +18.3% |
| YTD | +49.2% | -43.8% | +93.1% | +61.0% |
| 1Y | +89.3% | -54.6% | +144.0% | +116.7% |
| 3Y | +274.4% | -58.5% | +332.8% | +327.8% |
| 5Y | +440.9% | -66.4% | +507.4% | +507.6% |
| 10Y | +2,947.7% | +319.2% | +2,628.5% | +1,573.4% |
| All | +3,707.5% | +583.9% | +3,123.6% | +1,756.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling