+160,142.9%
KLAC vs UNH
+138,690.6%
+21,452.3%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.6% |
| 7D | +10.6% | +1.1% | +9.4% | +10.3% |
| 30D | -4.5% | -1.5% | -3.0% | -4.2% |
| 3M | -10.3% | -0.8% | -9.4% | -10.4% |
| 6M | +40.9% | +41.8% | -0.9% | +29.0% |
| YTD | +56.1% | +23.1% | +33.0% | +46.5% |
| 1Y | +109.0% | +28.5% | +80.5% | +93.6% |
| 3Y | +288.8% | -11.8% | +300.6% | +277.3% |
| 5Y | +489.1% | +5.3% | +483.8% | +445.0% |
| 10Y | +3,041.8% | +247.4% | +2,794.3% | +2,123.8% |
| All | +160,142.9% | +138,690.6% | +21,452.3% | +37,497.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling