+173.1%
LRCX vs AMIX
-100.0%
+273.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.4% |
| 7D | +12.7% | -9.9% | +22.6% | +12.8% |
| 30D | -21.3% | -52.8% | +31.5% | -20.5% |
| 3M | -32.9% | -80.0% | +47.1% | -31.6% |
| 6M | -23.4% | -80.2% | +56.8% | -24.6% |
| YTD | +32.4% | -88.1% | +120.5% | +30.4% |
| 1Y | +48.0% | -91.1% | +139.1% | +45.9% |
| All | +173.1% | -100.0% | +273.1% | +159.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling