+113.7%
KLAC vs MOH
+18.1%
+95.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.0% | +8.4% | +7.3% |
| 7D | +5.7% | +0.4% | +5.3% | +5.8% |
| 30D | -3.6% | +2.9% | -6.5% | -3.5% |
| 3M | -12.8% | +4.1% | -17.0% | -12.8% |
| 6M | +26.1% | +33.8% | -7.8% | +27.2% |
| YTD | +53.3% | +15.7% | +37.6% | +52.9% |
| 1Y | +113.7% | +17.5% | +96.1% | +107.7% |
| All | +113.7% | +18.1% | +95.6% | +107.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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