+117,477.0%
KLAC vs AZO
+41,812.3%
+75,664.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.8% |
| 7D | +2.5% | -2.9% | +5.4% | +3.5% |
| 30D | -11.5% | -5.3% | -6.2% | -9.9% |
| 3M | -16.9% | -7.3% | -9.6% | -15.5% |
| 6M | +22.2% | -22.7% | +44.9% | +31.5% |
| YTD | +46.4% | -15.0% | +61.4% | +52.1% |
| 1Y | +91.0% | -32.2% | +123.3% | +113.5% |
| 3Y | +264.6% | +10.0% | +254.5% | +236.3% |
| 5Y | +430.6% | +85.8% | +344.8% | +301.7% |
| 10Y | +2,889.3% | +298.9% | +2,590.4% | +1,595.0% |
| All | +117,477.0% | +41,812.3% | +75,664.7% | +19,374.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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