+6,667.6%
KLAC vs APTV
+173.4%
+6,494.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.7% | -0.5% | -2.0% |
| 7D | +6.2% | -1.2% | +7.3% | +6.7% |
| 30D | -5.0% | -10.6% | +5.6% | -0.3% |
| 3M | -14.4% | -35.0% | +20.6% | +2.7% |
| 6M | +28.3% | -38.9% | +67.2% | +56.4% |
| YTD | +51.1% | -41.5% | +92.6% | +87.2% |
| 1Y | +100.4% | -45.8% | +146.2% | +157.0% |
| 3Y | +276.3% | -55.7% | +332.0% | +404.5% |
| 5Y | +452.1% | -70.1% | +522.2% | +761.1% |
| 10Y | +2,986.0% | -19.1% | +3,005.1% | +2,893.0% |
| All | +6,667.6% | +173.4% | +6,494.2% | +3,509.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling