+416.0%
LRCX vs APO
+132.8%
+283.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | -0.4% |
| 7D | -3.1% | -3.5% | +0.4% | -1.0% |
| 30D | -8.6% | -6.6% | -2.0% | -5.2% |
| 3M | -17.7% | -3.3% | -14.4% | -16.8% |
| 6M | +36.4% | +22.6% | +13.8% | +18.8% |
| YTD | +74.5% | -9.8% | +84.3% | +81.0% |
| 1Y | +159.4% | -3.9% | +163.3% | +156.2% |
| 3Y | +361.6% | +52.5% | +309.1% | +225.4% |
| All | +416.0% | +132.8% | +283.3% | +161.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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