+203.0%
KLAC vs AHR
+356.1%
-153.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.8% | +2.1% |
| 7D | -2.7% | -2.1% | -0.6% | -2.4% |
| 30D | -13.2% | +1.9% | -15.0% | -13.5% |
| 3M | -25.0% | +15.7% | -40.7% | -28.0% |
| 6M | +23.6% | +2.5% | +21.1% | +22.4% |
| YTD | +49.2% | +15.0% | +34.2% | +43.2% |
| 1Y | +89.3% | +28.1% | +61.2% | +76.1% |
| All | +203.0% | +356.1% | -153.1% | +122.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling