+195.3%
KLAC vs APO
+53.0%
+142.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -4.0% |
| 7D | +10.0% | +5.8% | +4.2% | +7.2% |
| 30D | -14.8% | +8.9% | -23.7% | -18.3% |
| 3M | -27.2% | -13.6% | -13.5% | -22.2% |
| 6M | -17.5% | -5.4% | -12.1% | -16.0% |
| YTD | +25.8% | -13.6% | +39.5% | +33.0% |
| 1Y | +31.8% | -2.5% | +34.3% | +30.3% |
| 3Y | +195.3% | +50.9% | +144.4% | +113.9% |
| All | +195.3% | +53.0% | +142.3% | +113.9% |
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