+430.6%
KLAC vs ACHR
-44.8%
+475.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.0% |
| 7D | +2.5% | -5.4% | +7.8% | +3.4% |
| 30D | -11.5% | -19.7% | +8.2% | -8.5% |
| 3M | -16.9% | +7.9% | -24.9% | -18.9% |
| 6M | +22.2% | -13.8% | +36.0% | +23.4% |
| YTD | +46.4% | -27.5% | +73.9% | +51.3% |
| 1Y | +91.0% | -33.9% | +124.9% | +98.4% |
| 3Y | +264.6% | -20.0% | +284.5% | +238.8% |
| 5Y | +430.6% | -44.0% | +474.6% | +312.1% |
| All | +430.6% | -44.8% | +475.4% | +312.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling