+42.8%
LRCX vs AON
+2.1%
+40.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.4% | -8.4% | 0.0% |
| 7D | -12.8% | +9.4% | -22.2% | -5.0% |
| 30D | -36.0% | +27.0% | -63.0% | -19.6% |
| 3M | -30.2% | -3.1% | -27.1% | -30.9% |
| 6M | -14.2% | +10.0% | -24.2% | -2.9% |
| YTD | +29.7% | -1.6% | +31.3% | +36.9% |
| 1Y | +42.8% | +0.9% | +41.9% | +55.7% |
| All | +42.8% | +2.1% | +40.7% | +55.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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