+4,580.8%
LRCX vs APO
+1,612.1%
+2,968.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -4.2% |
| 7D | +12.7% | +5.8% | +7.0% | +9.8% |
| 30D | -21.3% | +8.9% | -30.1% | -24.7% |
| 3M | -32.9% | -13.6% | -19.2% | -28.5% |
| 6M | -23.4% | -5.4% | -18.0% | -22.3% |
| YTD | +32.4% | -13.6% | +46.0% | +38.5% |
| 1Y | +48.0% | -2.5% | +50.5% | +45.8% |
| 3Y | +243.9% | +50.9% | +193.1% | +170.0% |
| 5Y | +280.6% | +81.4% | +199.2% | +168.4% |
| 10Y | +2,547.5% | +843.9% | +1,703.6% | +863.7% |
| All | +4,580.8% | +1,612.1% | +2,968.8% | +1,191.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling