+3,041.8%
KLAC vs APH
+1,046.9%
+1,994.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.1% | +3.0% |
| 7D | +10.6% | +0.2% | +10.4% | +10.3% |
| 30D | -4.5% | -3.3% | -1.2% | -1.8% |
| 3M | -10.3% | +14.0% | -24.3% | -20.6% |
| 6M | +40.9% | +24.4% | +16.5% | +12.5% |
| YTD | +56.1% | +21.4% | +34.7% | +22.8% |
| 1Y | +109.0% | +48.9% | +60.1% | +31.6% |
| 3Y | +288.8% | +290.1% | -1.3% | -15.4% |
| 5Y | +489.1% | +352.8% | +136.3% | +11.5% |
| 10Y | +3,041.8% | +1,041.3% | +2,000.5% | +169.8% |
| All | +3,041.8% | +1,046.9% | +1,994.9% | +169.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling