+208.1%
LRCX vs APD
+6.0%
+202.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +5.0% |
| 7D | +1.9% | -2.2% | +4.1% | +1.7% |
| 30D | +0.1% | +2.1% | -2.0% | +0.2% |
| 3M | -8.5% | +7.2% | -15.7% | -8.5% |
| 6M | +38.1% | +11.2% | +26.8% | +38.8% |
| YTD | +80.1% | +24.4% | +55.7% | +81.7% |
| 1Y | +208.1% | +6.7% | +201.4% | +257.9% |
| All | +208.1% | +6.0% | +202.0% | +257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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