+100.4%
KLAC vs APH
+47.7%
+52.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.9% |
| 7D | +6.2% | +1.6% | +4.6% | +5.0% |
| 30D | -5.0% | -3.0% | -2.0% | -3.1% |
| 3M | -14.4% | +5.7% | -20.2% | -16.2% |
| 6M | +28.3% | +20.0% | +8.3% | +15.4% |
| YTD | +51.1% | +20.8% | +30.3% | +27.3% |
| 1Y | +100.4% | +40.2% | +60.1% | +48.5% |
| All | +100.4% | +47.7% | +52.7% | +48.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling