+31.8%
KLAC vs APP
-29.4%
+61.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.1% | -3.4% |
| 7D | +10.0% | +4.6% | +5.4% | +9.7% |
| 30D | -14.8% | +56.0% | -70.8% | -17.4% |
| 3M | -27.2% | +30.8% | -58.0% | -27.8% |
| 6M | -17.5% | -9.8% | -7.7% | -14.8% |
| YTD | +25.8% | -39.3% | +65.1% | +44.1% |
| 1Y | +31.8% | -26.4% | +58.3% | +40.3% |
| All | +31.8% | -29.4% | +61.2% | +40.3% |
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