+446.3%
LRCX vs APH
+350.9%
+95.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.3% | +4.3% |
| 7D | +1.9% | +5.0% | -3.1% | -3.1% |
| 30D | +0.1% | -3.9% | +4.0% | +3.7% |
| 3M | -8.5% | +13.0% | -21.5% | -17.5% |
| 6M | +38.1% | +25.2% | +12.9% | +10.2% |
| YTD | +80.1% | +22.9% | +57.1% | +40.5% |
| 1Y | +208.1% | +47.8% | +160.2% | +94.5% |
| 3Y | +350.2% | +283.0% | +67.2% | -14.1% |
| All | +446.3% | +350.9% | +95.5% | -14.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling