+89.3%
KLAC vs CHYM
+42.5%
+46.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +0.9% | +1.8% |
| 7D | -2.7% | -2.3% | -0.4% | -2.4% |
| 30D | -13.2% | +4.4% | -17.6% | -13.8% |
| 3M | -25.0% | +91.3% | -116.3% | -33.2% |
| 6M | +23.6% | +44.0% | -20.4% | +14.3% |
| YTD | +49.2% | +31.1% | +18.1% | +39.2% |
| 1Y | +89.3% | +37.8% | +51.5% | +73.3% |
| All | +89.3% | +42.5% | +46.8% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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