+45.5%
LRCX vs APD
+23.7%
+21.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.8% |
| 7D | +26.2% | +2.2% | +24.1% | +26.5% |
| 30D | -22.4% | +9.4% | -31.8% | -21.0% |
| 3M | -28.2% | +4.7% | -32.9% | -27.4% |
| 6M | -19.0% | +5.5% | -24.5% | -18.9% |
| YTD | +37.0% | +31.4% | +5.6% | +41.6% |
| 1Y | +45.5% | +24.1% | +21.4% | +50.0% |
| All | +45.5% | +23.7% | +21.8% | +50.0% |
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 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