+159.2%
KLAC vs AMIX
-100.0%
+259.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.1% | -4.3% | -3.2% |
| 7D | +10.0% | -9.9% | +19.9% | +10.1% |
| 30D | -14.8% | -52.8% | +37.9% | -14.2% |
| 3M | -27.2% | -80.0% | +52.9% | -26.1% |
| 6M | -17.5% | -80.2% | +62.8% | -18.2% |
| YTD | +25.8% | -88.1% | +114.0% | +24.5% |
| 1Y | +31.8% | -91.1% | +122.9% | +30.5% |
| All | +159.2% | -100.0% | +259.2% | +152.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling