+113.7%
KLAC vs AHR
+33.1%
+80.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.9% | +9.2% | +7.3% |
| 7D | +5.7% | -1.5% | +7.2% | +5.7% |
| 30D | -3.6% | -1.4% | -2.2% | -3.6% |
| 3M | -12.8% | +18.6% | -31.4% | -16.2% |
| 6M | +26.1% | +6.6% | +19.5% | +26.4% |
| YTD | +53.3% | +17.5% | +35.8% | +47.7% |
| 1Y | +113.7% | +30.9% | +82.8% | +90.5% |
| All | +113.7% | +33.1% | +80.6% | +90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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