+303.3%
KLAC vs ARM
+366.2%
-62.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +0.5% |
| 7D | +10.6% | +11.4% | -0.8% | +6.6% |
| 30D | -4.5% | -7.4% | +2.9% | -2.0% |
| 3M | -10.3% | -24.5% | +14.2% | -1.8% |
| 6M | +40.9% | +128.7% | -87.8% | +4.9% |
| YTD | +56.1% | +139.3% | -83.1% | +14.6% |
| 1Y | +109.0% | +88.0% | +21.1% | +64.5% |
| All | +303.3% | +366.2% | -62.9% | +161.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ARM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling