+3,041.8%
KLAC vs AMBA
-5.3%
+3,047.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.9% | +1.4% |
| 7D | +10.6% | -6.4% | +17.0% | +13.5% |
| 30D | -4.5% | -26.8% | +22.3% | +8.3% |
| 3M | -10.3% | -7.6% | -2.6% | -9.0% |
| 6M | +40.9% | +21.2% | +19.7% | +25.7% |
| YTD | +56.1% | -10.4% | +66.5% | +55.7% |
| 1Y | +109.0% | -24.4% | +133.4% | +118.9% |
| 3Y | +288.8% | +6.0% | +282.8% | +230.6% |
| 5Y | +489.1% | -53.9% | +543.0% | +516.4% |
| 10Y | +3,041.8% | -6.2% | +3,047.9% | +1,912.0% |
| All | +3,041.8% | -5.3% | +3,047.0% | +1,912.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling