+470.0%
KLAC vs APH
+350.9%
+119.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.9% | +6.5% | +6.5% |
| 7D | +5.7% | +5.0% | +0.8% | +1.0% |
| 30D | -3.6% | -3.9% | +0.3% | -0.5% |
| 3M | -12.8% | +13.0% | -25.8% | -21.2% |
| 6M | +26.1% | +25.2% | +0.9% | +1.7% |
| YTD | +53.3% | +22.9% | +30.4% | +20.7% |
| 1Y | +113.7% | +47.8% | +65.8% | +37.3% |
| 3Y | +274.9% | +283.0% | -8.1% | -22.0% |
| All | +470.0% | +350.9% | +119.2% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling