+3,041.8%
KLAC vs AMC
-98.9%
+3,140.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +1.9% |
| 7D | +10.6% | -0.8% | +11.4% | +10.6% |
| 30D | -4.5% | -1.2% | -3.3% | -4.5% |
| 3M | -10.3% | +42.2% | -52.5% | -11.4% |
| 6M | +40.9% | +118.8% | -77.9% | +37.2% |
| YTD | +56.1% | +64.1% | -8.0% | +53.0% |
| 1Y | +109.0% | -9.5% | +118.6% | +107.8% |
| 3Y | +288.8% | -64.3% | +353.2% | +289.4% |
| 5Y | +489.1% | -99.5% | +588.6% | +521.3% |
| 10Y | +3,041.8% | -98.9% | +3,140.7% | +3,191.0% |
| All | +3,041.8% | -98.9% | +3,140.7% | +3,191.0% |
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