+29.2%
KLAC vs AMC
+41.2%
-12.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.9% |
| 7D | -2.1% | +5.5% | -7.5% | -2.4% |
| 30D | -21.8% | +16.1% | -37.9% | -22.6% |
| 3M | -20.5% | +43.0% | -63.5% | -22.9% |
| 6M | -18.0% | +130.7% | -148.6% | -26.7% |
| YTD | +26.4% | +121.8% | -95.4% | +12.2% |
| All | +29.2% | +41.2% | -12.1% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling