+25.0%
KLAC vs APH
+15.1%
+9.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +8.2% | +1.1% | +3.0% |
| 7D | -1.1% | +1.1% | -2.2% | -1.7% |
| 30D | -22.6% | -7.5% | -15.1% | -17.8% |
| 3M | -23.5% | -4.4% | -19.1% | -20.8% |
| 6M | -18.8% | +26.5% | -45.3% | -27.8% |
| YTD | +25.0% | +20.0% | +5.0% | +5.1% |
| All | +25.0% | +15.1% | +9.9% | +9.9% |
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