+6,370.3%
AMD vs KLAC
+2,084.6%
+4,285.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.7% | +4.3% | +5.9% |
| 7D | -11.0% | -12.3% | +1.3% | -0.8% |
| 30D | -30.5% | -29.6% | -0.8% | -8.3% |
| 3M | -8.2% | -28.2% | +20.0% | +18.2% |
| 6M | +6.6% | -23.6% | +30.1% | +27.9% |
| YTD | +109.7% | +14.4% | +95.3% | +80.7% |
| 1Y | +88.9% | +15.4% | +73.5% | +61.6% |
| 3Y | +301.8% | +184.3% | +117.5% | +65.5% |
| 5Y | +229.4% | +248.9% | -19.5% | +18.3% |
| All | +6,370.3% | +2,084.6% | +4,285.8% | +405.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 10y: compounded portfolio wealth divided by compounded KLAC 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…
10y analysis · Full analysis span regression · 6 months rolling