+205.0%
KLAC vs HUT
+487.4%
-282.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.6% |
| 7D | +21.2% | +34.9% | -13.7% | +14.9% |
| 30D | -14.5% | -25.9% | +11.4% | -10.8% |
| 3M | -24.4% | -31.7% | +7.3% | -20.5% |
| 6M | -12.9% | -42.2% | +29.3% | -6.6% |
| YTD | +29.9% | +34.9% | -5.0% | +21.4% |
| 1Y | +31.9% | +48.5% | -16.6% | +20.5% |
| All | +205.0% | +487.4% | -282.5% | +134.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 3y: compounded portfolio wealth divided by compounded HUT 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…
3y analysis · Full analysis span regression · 6 months rolling