+298.6%
KLAC vs APA
+90.7%
+207.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.0% | -4.3% | -2.7% |
| 7D | +21.2% | +9.6% | +11.6% | +19.2% |
| 30D | -14.5% | -0.2% | -14.3% | -14.6% |
| 3M | -24.4% | +19.8% | -44.2% | -27.3% |
| 6M | -12.9% | +30.1% | -43.0% | -18.4% |
| YTD | +29.9% | +100.4% | -70.5% | +6.8% |
| 1Y | +31.9% | +105.2% | -73.3% | +7.3% |
| 3Y | +201.5% | +44.6% | +156.9% | +153.9% |
| 5Y | +298.6% | +88.8% | +209.8% | +190.5% |
| All | +298.6% | +90.7% | +207.8% | +190.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling