+2,288.0%
KLAC vs UAL
+99.5%
+2,188.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.0% |
| 7D | -2.1% | +12.5% | -14.5% | -5.4% |
| 30D | -21.8% | +12.2% | -34.0% | -24.5% |
| 3M | -20.5% | -2.6% | -17.9% | -20.0% |
| 6M | -18.0% | +21.1% | -39.0% | -22.8% |
| YTD | +26.4% | +7.8% | +18.6% | +22.3% |
| 1Y | +26.3% | +25.4% | +0.9% | +16.9% |
| 3Y | +193.3% | +217.3% | -24.1% | +99.2% |
| 5Y | +297.2% | +132.9% | +164.3% | +183.4% |
| 10Y | +2,288.0% | +101.1% | +2,186.9% | +1,576.0% |
| All | +2,288.0% | +99.5% | +2,188.5% | +1,576.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 10y: compounded portfolio wealth divided by compounded UAL 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…
10y analysis · Full analysis span regression · 6 months rolling