+286.1%
KLAC vs APO
+81.1%
+205.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -4.1% |
| 7D | +10.0% | +5.8% | +4.2% | +6.8% |
| 30D | -14.8% | +8.9% | -23.7% | -18.9% |
| 3M | -27.2% | -13.6% | -13.5% | -21.7% |
| 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% | +29.5% |
| 3Y | +195.3% | +50.9% | +144.4% | +108.3% |
| All | +286.1% | +81.1% | +205.0% | +125.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling