+157,276.9%
KLAC vs APA
+815.8%
+156,461.1%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -3.2% | +10.5% | +8.0% |
| 7D | +5.7% | +0.5% | +5.2% | +5.5% |
| 30D | -3.6% | +23.4% | -27.0% | -8.4% |
| 3M | -12.8% | +12.7% | -25.5% | -15.9% |
| 6M | +26.1% | +39.4% | -13.4% | +14.1% |
| YTD | +53.3% | +79.0% | -25.6% | +30.3% |
| 1Y | +113.7% | +88.8% | +24.8% | +78.0% |
| 3Y | +274.9% | +6.4% | +268.5% | +244.8% |
| 5Y | +470.1% | +153.0% | +317.2% | +313.2% |
| 10Y | +2,997.0% | +7.5% | +2,989.5% | +2,041.0% |
| All | +157,276.9% | +815.8% | +156,461.1% | +60,798.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling