+26.2%
KLAC vs AAL
+4.4%
+21.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.3% | -10.4% | -6.4% |
| 7D | -5.7% | +8.3% | -14.0% | -8.6% |
| 30D | -27.6% | +6.2% | -33.8% | -29.4% |
| 3M | -23.3% | -17.7% | -5.6% | -17.5% |
| 6M | -12.4% | +15.4% | -27.8% | -18.2% |
| YTD | +23.7% | -11.1% | +34.8% | +22.9% |
| 1Y | +26.2% | +7.7% | +18.4% | +16.5% |
| All | +26.2% | +4.4% | +21.8% | +16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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