+2,838.9%
KLAC vs APO
+936.6%
+1,902.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -1.9% |
| 7D | +2.5% | -4.9% | +7.3% | +5.1% |
| 30D | -11.5% | -8.4% | -3.1% | -7.6% |
| 3M | -16.9% | -2.1% | -14.9% | -16.5% |
| 6M | +22.2% | +19.2% | +3.0% | +9.8% |
| YTD | +46.4% | -10.5% | +56.9% | +51.9% |
| 1Y | +91.0% | -2.7% | +93.7% | +87.9% |
| 3Y | +264.6% | +52.5% | +212.1% | +171.8% |
| 5Y | +430.6% | +132.1% | +298.5% | +206.5% |
| All | +2,838.9% | +936.6% | +1,902.3% | +825.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling