+2,381.5%
KLAC vs AMC
-98.7%
+2,480.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.2% | +6.4% | +5.3% |
| 7D | +7.5% | -2.8% | +10.3% | +7.6% |
| 30D | -15.3% | +14.0% | -29.3% | -15.6% |
| 3M | -19.6% | +42.5% | -62.1% | -20.4% |
| 6M | -12.5% | +142.6% | -155.1% | -15.0% |
| YTD | +33.0% | +119.2% | -86.2% | +29.3% |
| 1Y | +35.9% | +40.7% | -4.8% | +33.6% |
| 3Y | +208.6% | -57.3% | +265.9% | +207.7% |
| 5Y | +309.5% | -99.1% | +408.6% | +327.5% |
| 10Y | +2,381.5% | -98.7% | +2,480.3% | +2,500.0% |
| All | +2,381.5% | -98.7% | +2,480.2% | +2,500.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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