+629.9%
KLAC vs ACHR
-45.0%
+674.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.4% | -0.4% | +1.6% |
| 7D | -2.7% | -2.3% | -0.4% | -2.3% |
| 30D | -13.2% | -11.3% | -1.9% | -11.6% |
| 3M | -25.0% | +5.3% | -30.3% | -26.5% |
| 6M | +23.6% | -13.2% | +36.8% | +24.6% |
| YTD | +49.2% | -25.8% | +75.0% | +53.8% |
| 1Y | +89.3% | -34.3% | +123.6% | +96.8% |
| 3Y | +274.4% | -19.9% | +294.3% | +246.9% |
| 5Y | +440.9% | -42.7% | +483.6% | +351.3% |
| All | +629.9% | -45.0% | +674.9% | +486.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling