+2,986.0%
KLAC vs AMT
+96.3%
+2,889.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +6.2% | +1.5% | +4.7% | +5.6% |
| 30D | -5.0% | +3.7% | -8.7% | -6.3% |
| 3M | -14.4% | -7.2% | -7.2% | -13.2% |
| 6M | +28.3% | -4.2% | +32.5% | +27.6% |
| YTD | +51.1% | +1.9% | +49.2% | +46.3% |
| 1Y | +100.4% | -6.4% | +106.8% | +99.9% |
| 3Y | +276.3% | +7.7% | +268.6% | +224.0% |
| 5Y | +452.1% | -30.9% | +483.0% | +501.7% |
| 10Y | +2,986.0% | +105.4% | +2,880.6% | +2,069.3% |
| All | +2,986.0% | +96.3% | +2,889.7% | +2,069.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 10y: compounded portfolio wealth divided by compounded AMT 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…
10y analysis · Full analysis span regression · 6 months rolling