+271.5%
LRCX vs AMIX
-99.9%
+371.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +5.1% |
| 7D | +1.9% | -13.7% | +15.6% | +2.1% |
| 30D | +0.1% | -62.1% | +62.1% | +1.1% |
| 3M | -8.5% | -46.2% | +37.7% | -11.1% |
| 6M | +38.1% | -46.4% | +84.5% | +33.9% |
| YTD | +80.1% | -60.3% | +140.3% | +74.7% |
| 1Y | +208.1% | -79.7% | +287.7% | +199.2% |
| All | +271.5% | -99.9% | +371.4% | +247.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling