+113.7%
KLAC vs LUV
+24.6%
+89.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.3% | +5.0% | +6.3% |
| 7D | +5.7% | +0.4% | +5.3% | +5.6% |
| 30D | -3.6% | -18.4% | +14.8% | +4.9% |
| 3M | -12.8% | -3.2% | -9.6% | -11.3% |
| 6M | +26.1% | -14.8% | +40.9% | +31.4% |
| YTD | +53.3% | -2.9% | +56.2% | +53.6% |
| 1Y | +113.7% | +29.6% | +84.1% | +97.4% |
| All | +113.7% | +24.6% | +89.1% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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