+433.3%
KLAC vs SCHD
+59.9%
+373.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.5% |
| 7D | -2.7% | -2.0% | -0.7% | -0.2% |
| 30D | -13.2% | -0.4% | -12.8% | -13.0% |
| 3M | -25.0% | +5.7% | -30.7% | -31.4% |
| 6M | +23.6% | +11.9% | +11.7% | +4.5% |
| YTD | +49.2% | +26.4% | +22.8% | +5.6% |
| 1Y | +89.3% | +27.6% | +61.7% | +31.9% |
| 3Y | +274.4% | +54.9% | +219.4% | +91.2% |
| All | +433.3% | +59.9% | +373.4% | +178.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling