+281.0%
KLAC vs UAL
+127.5%
+153.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +6.8% | +2.5% | +6.7% |
| 7D | -1.1% | +10.2% | -11.3% | -4.6% |
| 30D | -22.6% | +12.0% | -34.6% | -25.9% |
| 3M | -23.5% | -7.1% | -16.4% | -21.6% |
| 6M | -18.8% | +20.9% | -39.7% | -24.8% |
| YTD | +25.0% | +7.7% | +17.4% | +19.6% |
| 1Y | +27.5% | +23.6% | +4.0% | +16.1% |
| 3Y | +206.1% | +222.6% | -16.4% | +81.1% |
| 5Y | +281.0% | +127.9% | +153.1% | +126.1% |
| All | +281.0% | +127.5% | +153.5% | +126.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling