+206.6%
LRCX vs AMIX
-80.5%
+287.2%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.2% |
| 7D | +10.4% | -3.4% | +13.8% | +10.5% |
| 30D | +2.9% | -54.4% | +57.3% | +4.0% |
| 3M | -1.2% | -45.7% | +44.6% | +0.7% |
| 6M | +60.9% | -49.2% | +110.0% | +62.8% |
| YTD | +87.5% | -60.3% | +147.9% | +91.3% |
| 1Y | +206.6% | -81.4% | +288.0% | +268.1% |
| All | +206.6% | -80.5% | +287.2% | +268.1% |
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