+38,409.0%
LRCX vs AMT
+1,311.4%
+37,097.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.5% |
| 7D | +1.9% | -0.2% | +2.1% | +1.9% |
| 30D | +0.1% | +4.6% | -4.6% | -1.6% |
| 3M | -8.5% | -8.4% | 0.0% | -7.0% |
| 6M | +38.1% | -6.0% | +44.1% | +38.3% |
| YTD | +80.1% | +2.1% | +77.9% | +74.3% |
| 1Y | +208.1% | -6.4% | +214.4% | +206.2% |
| 3Y | +350.2% | +8.1% | +342.2% | +306.3% |
| 5Y | +430.7% | -31.9% | +462.6% | +462.8% |
| 10Y | +3,633.2% | +97.1% | +3,536.1% | +2,602.6% |
| All | +38,409.0% | +1,311.4% | +37,097.6% | +12,558.2% |
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