+565.7%
AMZN vs KLAC
+2,966.2%
-2,400.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | 0.0% | +1.3% |
| 7D | -0.7% | -2.7% | +2.0% | +0.2% |
| 30D | -3.9% | -13.2% | +9.2% | +0.5% |
| 3M | +6.3% | -25.0% | +31.3% | +13.2% |
| 6M | +20.8% | +23.6% | -2.8% | +4.4% |
| YTD | +11.2% | +49.2% | -38.0% | -12.5% |
| 1Y | +11.7% | +89.3% | -77.7% | -20.9% |
| 3Y | +79.4% | +274.4% | -194.9% | -8.9% |
| 5Y | +48.0% | +440.9% | -392.9% | -36.6% |
| All | +565.7% | +2,966.2% | -2,400.5% | +24.0% |
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