+26.2%
KLAC vs AMIX
-92.3%
+118.5%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.0% | -1.1% | -4.1% |
| 7D | -5.7% | -25.1% | +19.5% | -5.3% |
| 30D | -27.6% | -54.5% | +26.9% | -26.9% |
| 3M | -23.3% | -91.7% | +68.5% | -21.1% |
| 6M | -12.4% | -79.4% | +67.1% | -10.5% |
| YTD | +23.7% | -86.1% | +109.8% | +26.3% |
| 1Y | +26.2% | -91.6% | +117.7% | +29.1% |
| All | +26.2% | -92.3% | +118.5% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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