+220,578.8%
LRCX vs APD
+6,466.4%
+214,112.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.1% |
| 7D | +26.2% | +2.2% | +24.1% | +24.8% |
| 30D | -22.4% | +9.4% | -31.8% | -26.1% |
| 3M | -28.2% | +4.7% | -32.9% | -30.3% |
| 6M | -19.0% | +5.5% | -24.5% | -22.3% |
| YTD | +37.0% | +31.4% | +5.6% | +15.4% |
| 1Y | +45.5% | +24.1% | +21.4% | +25.5% |
| 3Y | +249.7% | +28.8% | +220.9% | +183.6% |
| 5Y | +293.9% | +15.8% | +278.1% | +236.8% |
| 10Y | +2,639.6% | +191.6% | +2,448.0% | +1,337.0% |
| All | +220,578.8% | +6,466.4% | +214,112.4% | +15,903.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling