+3,546.5%
LRCX vs APD
+168.7%
+3,377.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -5.3% |
| 7D | +1.8% | -3.5% | +5.3% | +4.0% |
| 30D | -4.3% | -5.1% | +0.8% | -1.6% |
| 3M | -7.3% | +6.9% | -14.2% | -12.1% |
| 6M | +38.6% | +8.1% | +30.5% | +29.6% |
| YTD | +74.4% | +21.2% | +53.2% | +50.2% |
| 1Y | +179.1% | +4.9% | +174.3% | +160.7% |
| 3Y | +357.7% | +6.3% | +351.4% | +301.2% |
| 5Y | +424.9% | +24.3% | +400.6% | +297.3% |
| All | +3,546.5% | +168.7% | +3,377.8% | +1,348.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling