+113.7%
KLAC vs APO
+1.9%
+111.8%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.6% | +7.9% | +7.5% |
| 7D | +5.7% | -1.0% | +6.7% | +6.1% |
| 30D | -3.6% | +3.5% | -7.1% | -4.8% |
| 3M | -12.8% | +4.5% | -17.3% | -14.2% |
| 6M | +26.1% | +22.8% | +3.3% | +18.1% |
| YTD | +53.3% | -6.5% | +59.8% | +56.2% |
| 1Y | +113.7% | +0.8% | +112.8% | +110.3% |
| All | +113.7% | +1.9% | +111.8% | +110.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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