+2,520.1%
LRCX vs APH
+926.5%
+1,593.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.6% | -1.5% |
| 7D | +12.7% | +4.9% | +7.8% | +7.3% |
| 30D | -21.3% | -5.4% | -15.9% | -15.6% |
| 3M | -32.9% | -5.5% | -27.4% | -28.4% |
| 6M | -23.4% | +25.9% | -49.3% | -38.6% |
| YTD | +32.4% | +16.4% | +16.0% | +8.7% |
| 1Y | +48.0% | +16.5% | +31.5% | +21.3% |
| 3Y | +243.9% | +270.9% | -26.9% | -29.5% |
| 5Y | +280.6% | +289.5% | -8.9% | -24.5% |
| All | +2,520.1% | +926.5% | +1,593.6% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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