+50.4%
AMZN vs KLAC
+281.6%
-231.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.8% |
| 7D | +2.8% | +10.0% | -7.1% | -0.6% |
| 30D | +5.0% | -14.8% | +19.8% | +9.6% |
| 3M | +0.6% | -27.2% | +27.7% | +10.1% |
| 6M | -1.3% | -17.5% | +16.2% | -3.0% |
| YTD | +15.5% | +25.8% | -10.3% | -8.5% |
| 1Y | +12.2% | +31.8% | -19.6% | -13.3% |
| 3Y | +87.0% | +195.3% | -108.3% | -12.3% |
| All | +50.4% | +281.6% | -231.2% | -44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling