+6.7%
AMZN vs KLAC
+25.7%
-19.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.1% | +10.2% | +6.5% |
| 7D | +4.5% | -5.7% | +10.1% | +4.9% |
| 30D | +5.8% | -27.6% | +33.4% | +8.7% |
| 3M | -4.1% | -23.3% | +19.2% | -2.2% |
| 6M | -2.2% | -12.4% | +10.1% | -6.2% |
| YTD | +15.3% | +23.7% | -8.5% | +0.8% |
| 1Y | +6.7% | +26.2% | -19.5% | -7.8% |
| All | +6.7% | +25.7% | -19.0% | -7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling