+279.1%
KLAC vs XHB
+24.0%
+255.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.1% |
| 7D | +6.2% | -1.9% | +8.1% | +7.7% |
| 30D | -5.0% | -8.3% | +3.3% | +1.0% |
| 3M | -14.4% | -7.1% | -7.3% | -9.5% |
| 6M | +28.3% | -5.3% | +33.6% | +33.7% |
| YTD | +51.1% | -3.2% | +54.3% | +55.3% |
| 1Y | +100.4% | -13.9% | +114.2% | +121.8% |
| All | +279.1% | +24.0% | +255.0% | +229.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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