+100.4%
KLAC vs UAL
-0.3%
+100.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.7% |
| 7D | +6.2% | -1.1% | +7.3% | +6.8% |
| 30D | -5.0% | -13.4% | +8.5% | +1.5% |
| 3M | -14.4% | -2.3% | -12.1% | -13.4% |
| 6M | +28.3% | +13.3% | +15.0% | +19.8% |
| YTD | +51.1% | -4.2% | +55.3% | +49.1% |
| 1Y | +100.4% | +1.4% | +99.0% | +90.5% |
| All | +100.4% | -0.3% | +100.7% | +90.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling