+279.1%
KLAC vs APO
+54.4%
+224.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.9% |
| 7D | +6.2% | -1.0% | +7.2% | +6.6% |
| 30D | -5.0% | -0.4% | -4.6% | -5.1% |
| 3M | -14.4% | -0.9% | -13.5% | -14.4% |
| 6M | +28.3% | +22.1% | +6.2% | +14.9% |
| YTD | +51.1% | -8.4% | +59.5% | +55.6% |
| 1Y | +100.4% | -0.9% | +101.3% | +96.4% |
| All | +279.1% | +54.4% | +224.7% | +187.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling