+288.8%
KLAC vs UAL
+127.4%
+161.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.6% | +2.8% |
| 7D | +10.6% | +3.5% | +7.1% | +9.3% |
| 30D | -4.5% | -16.5% | +12.0% | +1.5% |
| 3M | -10.3% | +2.8% | -13.0% | -10.9% |
| 6M | +40.9% | +17.6% | +23.3% | +32.8% |
| YTD | +56.1% | -3.2% | +59.3% | +55.5% |
| 1Y | +109.0% | +0.4% | +108.6% | +105.0% |
| 3Y | +288.8% | +128.2% | +160.7% | +187.7% |
| All | +288.8% | +127.4% | +161.4% | +187.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling