+26.2%
KLAC vs AMP
+18.6%
+7.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.5% | -8.6% | -4.4% |
| 7D | -5.7% | +7.7% | -13.3% | -6.2% |
| 30D | -27.6% | +6.6% | -34.1% | -27.9% |
| 3M | -23.3% | -4.7% | -18.5% | -22.7% |
| 6M | -12.4% | +12.9% | -25.3% | -14.6% |
| YTD | +23.7% | +8.6% | +15.1% | +18.0% |
| 1Y | +26.2% | +18.2% | +8.0% | +13.7% |
| All | +26.2% | +18.6% | +7.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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