+42.8%
LRCX vs AMIX
-92.3%
+135.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -1.0% | -4.0% |
| 7D | -12.8% | -25.1% | +12.4% | -12.3% |
| 30D | -36.0% | -54.5% | +18.6% | -35.2% |
| 3M | -30.2% | -91.7% | +61.5% | -27.7% |
| 6M | -14.2% | -79.4% | +65.2% | -13.0% |
| YTD | +29.7% | -86.1% | +115.8% | +31.6% |
| 1Y | +42.8% | -91.6% | +134.4% | +45.4% |
| All | +42.8% | -92.3% | +135.1% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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