+109.0%
KLAC vs APP
-41.9%
+150.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.7% | +4.5% | +2.2% |
| 7D | +10.6% | +0.1% | +10.5% | +10.6% |
| 30D | -4.5% | -10.0% | +5.5% | -3.2% |
| 3M | -10.3% | -44.6% | +34.4% | -2.7% |
| 6M | +40.9% | -37.9% | +78.8% | +48.0% |
| YTD | +56.1% | -53.7% | +109.8% | +72.7% |
| 1Y | +109.0% | -43.0% | +152.0% | +131.8% |
| All | +109.0% | -41.9% | +150.9% | +131.8% |
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