+89.3%
KLAC vs APTV
-44.8%
+134.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | -2.7% | -5.0% | +2.4% | -0.9% |
| 30D | -13.2% | -6.1% | -7.1% | -11.3% |
| 3M | -25.0% | -33.0% | +8.0% | -12.0% |
| 6M | +23.6% | -35.2% | +58.8% | +45.6% |
| YTD | +49.2% | -40.1% | +89.4% | +78.7% |
| 1Y | +89.3% | -45.6% | +134.9% | +148.9% |
| All | +89.3% | -44.8% | +134.1% | +148.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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