+5,408.7%
KLAC vs APO
+1,612.1%
+3,796.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.9% |
| 7D | +10.0% | +5.8% | +4.2% | +7.4% |
| 30D | -14.8% | +8.9% | -23.7% | -18.2% |
| 3M | -27.2% | -13.6% | -13.5% | -22.6% |
| 6M | -17.5% | -5.4% | -12.1% | -16.2% |
| YTD | +25.8% | -13.6% | +39.5% | +31.5% |
| 1Y | +31.8% | -2.5% | +34.3% | +30.2% |
| 3Y | +195.3% | +50.9% | +144.4% | +133.9% |
| 5Y | +285.9% | +81.4% | +204.6% | +175.2% |
| 10Y | +2,247.6% | +843.9% | +1,403.7% | +801.8% |
| All | +5,408.7% | +1,612.1% | +3,796.7% | +1,544.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling