+26.2%
KLAC vs SCHD
+42.1%
-15.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.9% | -6.0% | -2.8% |
| 7D | -5.7% | +3.2% | -8.8% | -3.7% |
| 30D | -27.6% | +10.7% | -38.3% | -23.2% |
| 3M | -23.3% | +7.8% | -31.1% | -19.7% |
| 6M | -12.4% | +16.7% | -29.1% | -7.3% |
| YTD | +23.7% | +35.3% | -11.5% | +29.9% |
| 1Y | +26.2% | +41.8% | -15.6% | +32.3% |
| All | +26.2% | +42.1% | -15.9% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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