+121,410.5%
AAPL vs KLAC
+164,721.3%
-43,310.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KLAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.7% |
| 7D | -2.7% | +10.6% | -13.3% | -5.8% |
| 30D | +1.0% | -4.5% | +5.5% | +1.9% |
| 3M | +5.0% | -10.3% | +15.2% | +4.3% |
| 6M | +23.0% | +40.9% | -17.8% | +4.8% |
| YTD | +16.6% | +56.1% | -39.5% | -5.1% |
| 1Y | +33.4% | +109.0% | -75.6% | -1.8% |
| 3Y | +79.9% | +288.8% | -209.0% | +4.4% |
| 5Y | +109.0% | +489.1% | -380.1% | +3.8% |
| 10Y | +1,210.4% | +3,041.8% | -1,831.3% | +273.7% |
| All | +121,410.5% | +164,721.3% | -43,310.8% | +10,670.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling