+6,267.4%
LRCX vs APO
+1,753.5%
+4,514.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.4% |
| 7D | +1.9% | -1.0% | +2.9% | +2.4% |
| 30D | +0.1% | +3.5% | -3.4% | -2.0% |
| 3M | -8.5% | +4.5% | -13.0% | -11.0% |
| 6M | +38.1% | +22.8% | +15.3% | +23.5% |
| YTD | +80.1% | -6.5% | +86.6% | +82.2% |
| 1Y | +208.1% | +0.8% | +207.2% | +198.4% |
| 3Y | +350.2% | +62.0% | +288.3% | +242.5% |
| 5Y | +430.7% | +138.2% | +292.4% | +231.6% |
| 10Y | +3,633.2% | +940.3% | +2,692.9% | +1,206.1% |
| All | +6,267.4% | +1,753.5% | +4,514.0% | +1,599.5% |
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