+26.2%
KLAC vs UNH
+28.3%
-2.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.2% | -5.3% | -4.1% |
| 7D | -5.7% | +0.6% | -6.2% | -5.6% |
| 30D | -27.6% | +8.1% | -35.7% | -27.5% |
| 3M | -23.3% | +1.1% | -24.3% | -23.2% |
| 6M | -12.4% | +11.7% | -24.1% | -13.0% |
| YTD | +23.7% | +26.5% | -2.7% | +15.6% |
| 1Y | +26.2% | +27.0% | -0.9% | +17.5% |
| All | +26.2% | +28.3% | -2.1% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UNH.
Daily Out/Under-Performance
Portfolio return minus UNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNH 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 UNH 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