+262,336.6%
AMZN vs KLAC
+14,729.7%
+247,606.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -1.3% |
| 7D | +0.8% | +10.6% | -9.8% | -3.2% |
| 30D | -6.4% | -4.5% | -1.9% | -5.3% |
| 3M | +4.8% | -10.3% | +15.0% | +4.4% |
| 6M | +20.5% | +40.9% | -20.4% | -1.4% |
| YTD | +11.3% | +56.1% | -44.8% | -14.3% |
| 1Y | +9.0% | +109.0% | -100.1% | -26.1% |
| 3Y | +85.9% | +288.8% | -202.9% | -6.6% |
| 5Y | +45.8% | +489.1% | -443.4% | -39.5% |
| 10Y | +555.5% | +3,041.8% | -2,486.3% | +23.3% |
| All | +262,336.6% | +14,729.7% | +247,606.9% | +17,573.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling