+277.1%
LRCX vs APD
+16.4%
+260.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | +12.7% | +3.8% | +8.9% | +11.1% |
| 30D | -21.3% | +8.2% | -29.5% | -23.7% |
| 3M | -32.9% | +4.3% | -37.2% | -34.1% |
| 6M | -23.4% | +4.7% | -28.1% | -25.4% |
| YTD | +32.4% | +31.5% | +0.8% | +15.2% |
| 1Y | +48.0% | +23.5% | +24.5% | +32.1% |
| 3Y | +243.9% | +29.1% | +214.8% | +189.7% |
| All | +277.1% | +16.4% | +260.6% | +184.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling