+34.3%
LRCX vs APH
+14.0%
+20.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.3% |
| 7D | -3.6% | -5.0% | +1.4% | +1.5% |
| 30D | -30.3% | -8.4% | -21.9% | -24.1% |
| 3M | -27.3% | -4.5% | -22.8% | -23.8% |
| 6M | -24.2% | +25.3% | -49.5% | -33.1% |
| YTD | +30.3% | +18.9% | +11.4% | +7.2% |
| 1Y | +34.3% | +11.9% | +22.4% | +16.8% |
| All | +34.3% | +14.0% | +20.3% | +16.8% |
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