+206.8%
KLAC vs AHR
+357.7%
-150.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -3.0% |
| 7D | +6.2% | -4.3% | +10.5% | +6.9% |
| 30D | -5.0% | -3.1% | -1.9% | -4.6% |
| 3M | -14.4% | +15.7% | -30.1% | -17.8% |
| 6M | +28.3% | +4.1% | +24.2% | +26.6% |
| YTD | +51.1% | +15.4% | +35.7% | +44.9% |
| 1Y | +100.4% | +28.0% | +72.4% | +86.5% |
| All | +206.8% | +357.7% | -150.9% | +125.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling