+87.8%
AAPL vs KLAC
+266.8%
-179.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.5% |
| 7D | +3.8% | -2.7% | +6.5% | +4.2% |
| 30D | +9.9% | -13.2% | +23.1% | +12.0% |
| 3M | +12.5% | -25.0% | +37.5% | +15.2% |
| 6M | +27.6% | +23.6% | +4.0% | +15.4% |
| YTD | +22.6% | +49.2% | -26.7% | +4.1% |
| 1Y | +45.0% | +89.3% | -44.3% | +14.4% |
| 3Y | +87.8% | +274.4% | -186.6% | +15.2% |
| All | +87.8% | +266.8% | -179.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KLAC.
Daily Out/Under-Performance
Portfolio return minus KLAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KLAC 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 3y: compounded portfolio wealth divided by compounded KLAC 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…
3y analysis · Full analysis span regression · 6 months rolling