+167.7%
KLAC vs AMIX
-100.0%
+267.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -8.4% | +6.1% | -2.2% |
| 7D | +21.2% | -10.9% | +32.0% | +21.3% |
| 30D | -14.5% | -55.0% | +40.5% | -13.9% |
| 3M | -24.4% | -82.0% | +57.6% | -23.2% |
| 6M | -12.9% | -80.4% | +67.5% | -13.8% |
| YTD | +29.9% | -88.3% | +118.2% | +28.6% |
| 1Y | +31.9% | -92.4% | +124.3% | +30.6% |
| All | +167.7% | -100.0% | +267.7% | +160.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling