+267.2%
KLAC vs UNH
-14.7%
+281.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -3.1% |
| 7D | +2.5% | -3.2% | +5.6% | +2.4% |
| 30D | -11.5% | -3.5% | -8.1% | -11.5% |
| 3M | -16.9% | -4.2% | -12.8% | -17.0% |
| 6M | +22.2% | +38.3% | -16.1% | +21.4% |
| YTD | +46.4% | +19.2% | +27.1% | +44.7% |
| 1Y | +91.0% | +15.0% | +76.0% | +88.9% |
| All | +267.2% | -14.7% | +281.9% | +271.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling