+206.6%
LRCX vs APH
+48.2%
+158.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +5.2% |
| 7D | +10.4% | +0.2% | +10.2% | +10.2% |
| 30D | +2.9% | -3.3% | +6.3% | +5.5% |
| 3M | -1.2% | +14.0% | -15.2% | -8.5% |
| 6M | +60.9% | +24.4% | +36.4% | +38.8% |
| YTD | +87.5% | +21.4% | +66.1% | +55.6% |
| 1Y | +206.6% | +48.9% | +157.7% | +141.9% |
| All | +206.6% | +48.2% | +158.5% | +141.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling