+29,456.8%
LRCX vs AMT
+1,443.4%
+28,013.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.1% | +6.1% | +6.1% |
| 7D | +6.5% | -2.4% | +8.9% | +7.3% |
| 30D | -23.8% | +4.2% | -28.0% | -25.2% |
| 3M | -24.2% | +13.4% | -37.6% | -28.0% |
| 6M | -20.2% | +9.4% | -29.6% | -24.6% |
| YTD | +38.2% | +11.7% | +26.5% | +28.8% |
| 1Y | +48.9% | +7.1% | +41.7% | +40.7% |
| 3Y | +252.8% | +15.1% | +237.7% | +210.6% |
| 5Y | +304.3% | -17.9% | +322.2% | +299.0% |
| 10Y | +2,664.2% | +133.5% | +2,530.7% | +1,777.1% |
| All | +29,456.8% | +1,443.4% | +28,013.4% | +9,255.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling