+45.5%
LRCX vs AMT
+7.3%
+38.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -1.0% |
| 7D | +26.2% | -2.2% | +28.4% | +24.9% |
| 30D | -22.4% | +5.8% | -28.1% | -19.6% |
| 3M | -28.2% | +12.6% | -40.8% | -23.1% |
| 6M | -19.0% | +8.3% | -27.3% | -13.5% |
| YTD | +37.0% | +11.4% | +25.6% | +50.0% |
| 1Y | +45.5% | +7.7% | +37.8% | +61.1% |
| All | +45.5% | +7.3% | +38.2% | +61.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling