+288.8%
KLAC vs APA
+9.3%
+279.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.6% |
| 7D | +10.6% | -1.7% | +12.3% | +10.8% |
| 30D | -4.5% | +15.7% | -20.2% | -6.5% |
| 3M | -10.3% | +16.5% | -26.7% | -12.4% |
| 6M | +40.9% | +35.1% | +5.8% | +30.9% |
| YTD | +56.1% | +82.2% | -26.1% | +34.0% |
| 1Y | +109.0% | +102.5% | +6.6% | +72.6% |
| 3Y | +288.8% | +10.3% | +278.5% | +212.4% |
| All | +288.8% | +9.3% | +279.5% | +212.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling