+288.8%
KLAC vs HUT
+772.7%
-483.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.4% | -4.5% | +0.8% |
| 7D | +10.6% | +28.3% | -17.7% | +6.1% |
| 30D | -4.5% | +12.3% | -16.8% | -6.6% |
| 3M | -10.3% | -16.8% | +6.6% | -8.6% |
| 6M | +40.9% | +111.4% | -70.5% | +24.1% |
| YTD | +56.1% | +116.6% | -60.5% | +36.4% |
| 1Y | +109.0% | +290.5% | -181.4% | +66.7% |
| 3Y | +288.8% | +792.3% | -503.5% | +179.6% |
| All | +288.8% | +772.7% | -483.9% | +179.6% |
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