+109.0%
KLAC vs APLD
+104.4%
+4.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | APLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.4% | -5.5% | 0.0% |
| 7D | +10.6% | +16.6% | -6.0% | +6.4% |
| 30D | -4.5% | -3.1% | -1.4% | -4.0% |
| 3M | -10.3% | -30.9% | +20.6% | -3.5% |
| 6M | +40.9% | +12.6% | +28.3% | +33.6% |
| YTD | +56.1% | +15.5% | +40.6% | +47.4% |
| 1Y | +109.0% | +103.5% | +5.5% | +80.9% |
| All | +109.0% | +104.4% | +4.6% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APLD.
Daily Out/Under-Performance
Portfolio return minus APLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APLD 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded APLD 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling