+288.8%
KLAC vs APD
+10.0%
+278.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +2.0% |
| 7D | +10.6% | -2.5% | +13.1% | +10.9% |
| 30D | -4.5% | -1.9% | -2.6% | -4.3% |
| 3M | -10.3% | +8.2% | -18.5% | -11.8% |
| 6M | +40.9% | +10.7% | +30.1% | +37.6% |
| YTD | +56.1% | +22.9% | +33.2% | +48.8% |
| 1Y | +109.0% | +5.8% | +103.2% | +106.7% |
| 3Y | +288.8% | +7.8% | +281.1% | +285.4% |
| All | +288.8% | +10.0% | +278.8% | +285.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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