+392.1%
LRCX vs APD
+10.0%
+382.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.3% | +4.3% |
| 7D | +10.4% | -2.5% | +12.9% | +10.8% |
| 30D | +2.9% | -1.9% | +4.8% | +3.1% |
| 3M | -1.2% | +8.2% | -9.4% | -3.0% |
| 6M | +60.9% | +10.7% | +50.1% | +56.9% |
| YTD | +87.5% | +22.9% | +64.6% | +78.2% |
| 1Y | +206.6% | +5.8% | +200.9% | +202.7% |
| 3Y | +392.1% | +7.8% | +384.3% | +390.6% |
| All | +392.1% | +10.0% | +382.1% | +390.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling