+38.1%
LRCX vs AMIX
-44.0%
+82.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.2% |
| 7D | +1.9% | -13.7% | +15.6% | +2.1% |
| 30D | +0.1% | -62.1% | +62.1% | +1.3% |
| 3M | -8.5% | -46.2% | +37.7% | +0.2% |
| 6M | +38.1% | -46.4% | +84.5% | +43.6% |
| All | +38.1% | -44.0% | +82.0% | +43.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling