+25.0%
KLAC vs APP
-35.5%
+60.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +4.8% | +4.5% | +9.0% |
| 7D | -1.1% | +79.2% | -80.3% | -6.3% |
| 30D | -22.6% | +48.0% | -70.6% | -24.6% |
| 3M | -23.5% | +18.2% | -41.7% | -23.2% |
| 6M | -18.8% | -12.5% | -6.3% | -15.9% |
| YTD | +25.0% | -39.2% | +64.2% | +43.5% |
| All | +25.0% | -35.5% | +60.5% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 1y: compounded portfolio wealth divided by compounded APP 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…
1y analysis · Full analysis span regression · 6 months rolling