+3,549.0%
LRCX vs AMP
+589.3%
+2,959.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.7% | -0.4% |
| 7D | -3.1% | -0.5% | -2.5% | -2.8% |
| 30D | -8.6% | -1.3% | -7.2% | -7.9% |
| 3M | -17.7% | +24.2% | -41.9% | -29.8% |
| 6M | +36.4% | +24.6% | +11.8% | +15.7% |
| YTD | +74.5% | +14.8% | +59.7% | +55.2% |
| 1Y | +159.4% | +12.8% | +146.7% | +132.9% |
| 3Y | +361.6% | +69.0% | +292.6% | +211.7% |
| 5Y | +425.2% | +124.9% | +300.4% | +195.0% |
| All | +3,549.0% | +589.3% | +2,959.8% | +1,141.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling