+26.2%
KLAC vs ALHC
-51.4%
+77.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +10.1% | -14.3% | -4.5% |
| 7D | -5.7% | -0.5% | -5.2% | -5.6% |
| 30D | -27.6% | -4.2% | -23.3% | -27.5% |
| 3M | -23.3% | -39.8% | +16.5% | -21.5% |
| 6M | -12.4% | -57.7% | +45.4% | -8.6% |
| YTD | +23.7% | -58.8% | +82.5% | +24.3% |
| 1Y | +26.2% | -52.4% | +78.6% | +20.6% |
| All | +26.2% | -51.4% | +77.6% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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