+143,332.2%
KLAC vs APH
+132,206.3%
+11,125.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.5% | +6.8% |
| 7D | +5.7% | +5.0% | +0.8% | +2.8% |
| 30D | -3.6% | -3.9% | +0.3% | -1.6% |
| 3M | -12.8% | +13.0% | -25.8% | -17.7% |
| 6M | +26.1% | +25.2% | +0.9% | +11.6% |
| YTD | +53.3% | +22.9% | +30.4% | +35.8% |
| 1Y | +113.7% | +47.8% | +65.8% | +70.9% |
| 3Y | +274.9% | +283.0% | -8.1% | +82.1% |
| 5Y | +470.1% | +349.7% | +120.5% | +162.2% |
| 10Y | +2,997.0% | +1,061.2% | +1,935.8% | +834.7% |
| All | +143,332.2% | +132,206.3% | +11,125.9% | +11,111.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling