+127.8%
AAPL vs KLAC
+434.8%
-307.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.2% | +1.3% |
| 7D | +3.8% | -2.7% | +6.5% | +4.5% |
| 30D | +9.9% | -13.2% | +23.1% | +13.5% |
| 3M | +12.5% | -25.0% | +37.5% | +17.2% |
| 6M | +27.6% | +23.6% | +4.0% | +11.6% |
| YTD | +22.6% | +49.2% | -26.7% | -1.4% |
| 1Y | +45.0% | +89.3% | -44.3% | +6.0% |
| 3Y | +87.8% | +274.4% | -186.6% | -2.8% |
| All | +127.8% | +434.8% | -307.0% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling