+195.3%
KLAC vs AMC
-59.1%
+254.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -3.0% |
| 7D | +10.0% | +3.5% | +6.5% | +9.7% |
| 30D | -14.8% | +12.5% | -27.3% | -15.4% |
| 3M | -27.2% | +23.6% | -50.7% | -28.2% |
| 6M | -17.5% | +144.4% | -161.8% | -23.4% |
| YTD | +25.8% | +108.3% | -82.5% | +17.4% |
| 1Y | +31.8% | +38.9% | -7.1% | +25.9% |
| 3Y | +195.3% | -58.9% | +254.2% | +205.0% |
| All | +195.3% | -59.1% | +254.4% | +205.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling