+7,203.1%
KLAC vs MOH
+1,358.8%
+5,844.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +1.6% |
| 7D | -2.7% | +1.7% | -4.4% | -3.0% |
| 30D | -13.2% | -0.9% | -12.3% | -13.1% |
| 3M | -25.0% | +5.7% | -30.7% | -26.2% |
| 6M | +23.6% | +39.1% | -15.5% | +15.0% |
| YTD | +49.2% | +17.7% | +31.5% | +41.1% |
| 1Y | +89.3% | +8.4% | +80.9% | +80.2% |
| 3Y | +274.4% | -36.6% | +310.9% | +279.0% |
| 5Y | +440.9% | -19.1% | +460.0% | +415.3% |
| 10Y | +2,947.7% | +262.8% | +2,684.9% | +1,975.7% |
| All | +7,203.1% | +1,358.8% | +5,844.4% | +3,126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling