+143,332.1%
KLAC vs APH
+61,451.9%
+81,880.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -47.8% | +53.6% | +30.6% |
| 7D | +1.0% | -48.7% | +49.7% | +26.0% |
| 30D | -3.6% | -51.9% | +48.3% | +24.5% |
| 3M | -12.8% | -43.6% | +30.7% | +4.2% |
| 6M | +26.1% | -37.5% | +63.6% | +41.5% |
| YTD | +53.3% | -38.6% | +92.0% | +72.1% |
| 1Y | +113.7% | -26.3% | +140.0% | +116.8% |
| 3Y | +274.9% | +89.2% | +185.7% | +132.0% |
| 5Y | +470.1% | +119.8% | +350.3% | +235.9% |
| 10Y | +2,997.0% | +454.3% | +2,542.8% | +1,111.4% |
| All | +143,332.1% | +61,451.9% | +81,880.2% | +14,598.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling