+2,547.4%
LRCX vs APH
+938.3%
+1,609.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.5% |
| 7D | -3.6% | -5.0% | +1.4% | +2.7% |
| 30D | -30.3% | -8.4% | -21.9% | -22.6% |
| 3M | -27.3% | -4.5% | -22.8% | -23.4% |
| 6M | -24.2% | +25.3% | -49.5% | -39.4% |
| YTD | +30.3% | +18.9% | +11.4% | +4.6% |
| 1Y | +34.3% | +11.9% | +22.4% | +15.2% |
| 3Y | +232.6% | +278.0% | -45.3% | -33.2% |
| 5Y | +286.2% | +306.4% | -20.2% | -26.9% |
| 10Y | +2,547.4% | +955.2% | +1,592.2% | +74.5% |
| All | +2,547.4% | +938.3% | +1,609.1% | +74.5% |
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