+91,615.8%
LRCX vs APH
+127,881.2%
-36,265.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.1% |
| 7D | -3.6% | -5.0% | +1.4% | +0.4% |
| 30D | -30.3% | -8.4% | -21.9% | -25.4% |
| 3M | -27.3% | -4.5% | -22.8% | -24.4% |
| 6M | -24.2% | +25.3% | -49.5% | -32.5% |
| YTD | +30.3% | +18.9% | +11.4% | +18.4% |
| 1Y | +34.3% | +11.9% | +22.4% | +27.0% |
| 3Y | +232.6% | +278.0% | -45.3% | +52.0% |
| 5Y | +286.2% | +306.4% | -20.2% | +75.4% |
| 10Y | +2,547.4% | +955.2% | +1,592.2% | +650.0% |
| All | +91,615.8% | +127,881.2% | -36,265.5% | +4,726.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling