+452.1%
KLAC vs APA
+177.1%
+275.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.0% | -6.2% | -3.8% |
| 7D | +6.2% | +0.3% | +5.9% | +6.0% |
| 30D | -5.0% | +9.3% | -14.3% | -6.8% |
| 3M | -14.4% | +23.3% | -37.7% | -18.7% |
| 6M | +28.3% | +39.5% | -11.2% | +16.2% |
| YTD | +51.1% | +87.6% | -36.5% | +25.9% |
| 1Y | +100.4% | +114.2% | -13.9% | +59.6% |
| 3Y | +276.3% | +13.6% | +262.8% | +236.0% |
| 5Y | +452.1% | +175.6% | +276.5% | +258.7% |
| All | +452.1% | +177.1% | +275.0% | +258.7% |
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