+208.1%
LRCX vs AHR
+33.1%
+175.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +4.9% |
| 7D | +1.9% | -1.5% | +3.4% | +1.7% |
| 30D | +0.1% | -1.4% | +1.5% | 0.0% |
| 3M | -8.5% | +18.6% | -27.1% | -11.0% |
| 6M | +38.1% | +6.6% | +31.5% | +38.9% |
| YTD | +80.1% | +17.5% | +62.6% | +76.3% |
| 1Y | +208.1% | +30.9% | +177.2% | +193.9% |
| All | +208.1% | +33.1% | +175.0% | +193.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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