+184.3%
KLAC vs AMC
-71.5%
+255.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.9% | +4.7% | +6.6% |
| 7D | -12.3% | +2.6% | -14.9% | -12.4% |
| 30D | -29.6% | +9.0% | -38.7% | -29.9% |
| 3M | -28.2% | +22.2% | -50.4% | -29.2% |
| 6M | -23.6% | +91.5% | -115.0% | -27.7% |
| YTD | +14.4% | +101.3% | -86.9% | +7.3% |
| 1Y | +15.4% | +20.8% | -5.4% | +11.3% |
| 3Y | +184.3% | -71.3% | +255.6% | +180.6% |
| All | +184.3% | -71.5% | +255.8% | +180.6% |
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