+113.7%
KLAC vs APA
+94.6%
+19.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.2% | +10.5% | +6.7% |
| 7D | +5.7% | +0.5% | +5.2% | +5.9% |
| 30D | -3.6% | +23.4% | -27.0% | +0.3% |
| 3M | -12.8% | +12.7% | -25.5% | -10.1% |
| 6M | +26.1% | +39.4% | -13.4% | +29.4% |
| YTD | +53.3% | +79.0% | -25.6% | +56.4% |
| 1Y | +113.7% | +88.8% | +24.8% | +117.5% |
| All | +113.7% | +94.6% | +19.0% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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