+89.3%
KLAC vs AAL
+0.5%
+88.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.7% | +1.5% |
| 7D | -2.7% | -0.9% | -1.8% | -2.3% |
| 30D | -13.2% | -12.9% | -0.3% | -8.3% |
| 3M | -25.0% | -11.2% | -13.8% | -21.8% |
| 6M | +23.6% | +17.8% | +5.8% | +14.4% |
| YTD | +49.2% | -15.1% | +64.4% | +52.8% |
| 1Y | +89.3% | +0.5% | +88.9% | +78.4% |
| All | +89.3% | +0.5% | +88.9% | +78.4% |
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