+16,593.0%
KLAC vs AEE
+807.2%
+15,785.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.7% |
| 7D | +2.5% | -0.7% | +3.1% | +2.7% |
| 30D | -11.5% | -2.0% | -9.5% | -10.8% |
| 3M | -16.9% | -2.8% | -14.1% | -16.5% |
| 6M | +22.2% | -3.6% | +25.8% | +22.8% |
| YTD | +46.4% | +7.3% | +39.0% | +40.9% |
| 1Y | +91.0% | +8.7% | +82.3% | +82.5% |
| 3Y | +264.6% | +46.0% | +218.5% | +201.0% |
| 5Y | +430.6% | +39.8% | +390.8% | +340.6% |
| 10Y | +2,889.3% | +191.4% | +2,697.9% | +1,709.1% |
| All | +16,593.0% | +807.2% | +15,785.8% | +7,637.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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