+26.2%
KLAC vs MOH
+53.5%
-27.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +8.9% | -13.0% | -3.2% |
| 7D | -5.7% | +14.3% | -20.0% | -4.3% |
| 30D | -27.6% | +16.7% | -44.3% | -26.4% |
| 3M | -23.3% | +18.3% | -41.6% | -22.0% |
| 6M | -12.4% | +15.8% | -28.2% | -11.1% |
| YTD | +23.7% | +30.5% | -6.7% | +23.6% |
| 1Y | +26.2% | +49.3% | -23.1% | +25.7% |
| All | +26.2% | +53.5% | -27.3% | +25.7% |
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