+160,142.9%
KLAC vs AON
+5,010.1%
+155,132.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.3% | +4.1% | +2.7% |
| 7D | +10.6% | -3.2% | +13.8% | +11.9% |
| 30D | -4.5% | -11.9% | +7.4% | -0.2% |
| 3M | -10.3% | -2.9% | -7.4% | -11.0% |
| 6M | +40.9% | -6.8% | +47.7% | +40.7% |
| YTD | +56.1% | -10.1% | +66.2% | +57.1% |
| 1Y | +109.0% | -14.2% | +123.3% | +113.3% |
| 3Y | +288.8% | -3.3% | +292.1% | +270.0% |
| 5Y | +489.1% | +13.6% | +475.5% | +424.9% |
| 10Y | +3,041.8% | +209.2% | +2,832.6% | +1,779.1% |
| All | +160,142.9% | +5,010.1% | +155,132.8% | +37,825.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 all: compounded portfolio wealth divided by compounded AON 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…
all analysis · Full analysis span regression · 6 months rolling