+7,228.2%
AMD vs KLAC
+2,287.9%
+4,940.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +9.3% | +4.0% | +6.1% |
| 7D | +8.9% | -1.1% | +10.1% | +11.0% |
| 30D | -16.4% | -22.6% | +6.2% | +2.8% |
| 3M | +5.2% | -23.5% | +28.7% | +29.4% |
| 6M | +11.7% | -18.8% | +30.5% | +28.0% |
| YTD | +137.5% | +25.0% | +112.4% | +91.7% |
| 1Y | +117.8% | +27.5% | +90.2% | +73.0% |
| 3Y | +348.1% | +206.1% | +142.0% | +74.9% |
| 5Y | +241.5% | +281.0% | -39.5% | +15.0% |
| 10Y | +7,228.2% | +2,249.0% | +4,979.3% | +436.4% |
| All | +7,228.2% | +2,287.9% | +4,940.3% | +436.4% |
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