+246.2%
LRCX vs APH
+280.5%
-34.3%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.1% | +4.1% | +4.0% |
| 7D | -16.2% | -5.9% | -10.2% | -10.3% |
| 30D | -39.2% | -14.8% | -24.4% | -27.8% |
| 3M | -34.4% | -12.4% | -22.0% | -24.6% |
| 6M | -32.4% | +8.1% | -40.5% | -36.5% |
| YTD | +17.4% | +10.9% | +6.5% | +2.4% |
| 1Y | +24.2% | +8.8% | +15.4% | +10.5% |
| 3Y | +221.6% | +262.1% | -40.5% | -36.9% |
| All | +246.2% | +280.5% | -34.3% | -35.4% |
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