+48.9%
LRCX vs AMT
+9.1%
+39.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.1% | +6.0% |
| 7D | +6.5% | -2.4% | +8.9% | +5.2% |
| 30D | -23.8% | +4.2% | -28.0% | -21.6% |
| 3M | -24.2% | +13.4% | -37.6% | -18.3% |
| 6M | -20.2% | +9.4% | -29.6% | -14.6% |
| YTD | +38.2% | +11.7% | +26.5% | +51.6% |
| 1Y | +48.9% | +7.1% | +41.7% | +65.3% |
| All | +48.9% | +9.1% | +39.8% | +65.3% |
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