+126,643.2%
LRCX vs APH
+61,451.9%
+65,191.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -47.8% | +49.8% | +30.4% |
| 7D | -3.4% | -48.7% | +45.3% | +24.8% |
| 30D | +0.1% | -51.9% | +52.0% | +34.6% |
| 3M | -8.5% | -43.6% | +35.1% | +13.3% |
| 6M | +38.1% | -37.5% | +75.6% | +59.3% |
| YTD | +80.1% | -38.6% | +118.7% | +108.2% |
| 1Y | +208.1% | -26.3% | +234.4% | +218.6% |
| 3Y | +350.2% | +89.2% | +261.0% | +166.7% |
| 5Y | +430.7% | +119.8% | +310.9% | +198.5% |
| 10Y | +3,633.2% | +454.3% | +3,179.0% | +1,234.7% |
| All | +126,643.2% | +61,451.9% | +65,191.2% | +8,720.5% |
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