+26.2%
KLAC vs AAOI
+91.2%
-65.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -7.3% | +3.2% | -2.9% |
| 7D | -5.7% | -27.9% | +22.3% | -0.5% |
| 30D | -27.6% | -51.2% | +23.7% | -19.2% |
| 3M | -23.3% | -55.0% | +31.7% | -14.0% |
| 6M | -12.4% | -65.7% | +53.4% | -1.0% |
| YTD | +23.7% | +70.0% | -46.3% | +18.2% |
| 1Y | +26.2% | +100.9% | -74.7% | +15.8% |
| All | +26.2% | +91.2% | -65.0% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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