+650.0%
KLAC vs ACHR
-43.7%
+693.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.9% | +8.2% | +7.5% |
| 7D | +5.7% | -0.7% | +6.4% | +5.8% |
| 30D | -3.6% | +9.8% | -13.4% | -5.6% |
| 3M | -12.8% | -10.5% | -2.3% | -12.2% |
| 6M | +26.1% | -15.5% | +41.6% | +27.7% |
| YTD | +53.3% | -24.1% | +77.4% | +57.4% |
| 1Y | +113.7% | -32.4% | +146.1% | +121.1% |
| 3Y | +274.9% | -11.6% | +286.5% | +241.6% |
| 5Y | +470.1% | -42.9% | +513.0% | +376.5% |
| All | +650.0% | -43.7% | +693.7% | +500.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling