+3,866.3%
LRCX vs AMT
+96.3%
+3,770.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.3% | -1.4% |
| 7D | +9.5% | +1.5% | +8.1% | +9.0% |
| 30D | +3.1% | +3.7% | -0.7% | +1.8% |
| 3M | -3.4% | -7.2% | +3.8% | -2.0% |
| 6M | +49.7% | -4.2% | +53.8% | +49.1% |
| YTD | +84.9% | +1.9% | +83.0% | +78.8% |
| 1Y | +200.8% | -6.4% | +207.2% | +199.7% |
| 3Y | +385.1% | +7.7% | +377.3% | +315.6% |
| 5Y | +460.5% | -30.9% | +491.4% | +509.0% |
| 10Y | +3,866.3% | +105.4% | +3,760.9% | +2,634.5% |
| All | +3,866.3% | +96.3% | +3,770.0% | +2,634.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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