+7,190.3%
KLAC vs SCHD
+552.5%
+6,637.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -2.0% |
| 7D | +6.2% | -2.6% | +8.8% | +9.9% |
| 30D | -5.0% | -0.3% | -4.7% | -5.0% |
| 3M | -14.4% | +6.1% | -20.5% | -22.1% |
| 6M | +28.3% | +11.7% | +16.6% | +8.7% |
| YTD | +51.1% | +26.3% | +24.8% | +7.8% |
| 1Y | +100.4% | +28.8% | +71.6% | +38.9% |
| 3Y | +276.3% | +55.0% | +221.3% | +101.5% |
| 5Y | +452.1% | +60.0% | +392.0% | +192.5% |
| 10Y | +2,986.0% | +243.1% | +2,742.8% | +512.4% |
| All | +7,190.3% | +552.5% | +6,637.8% | +485.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling