+34.3%
LRCX vs APP
-37.8%
+72.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +0.7% |
| 7D | -3.6% | +61.1% | -64.7% | -7.9% |
| 30D | -30.3% | +42.8% | -73.0% | -32.0% |
| 3M | -27.3% | +16.7% | -44.0% | -27.0% |
| 6M | -24.2% | -15.6% | -8.6% | -20.3% |
| YTD | +30.3% | -41.3% | +71.6% | +51.3% |
| 1Y | +34.3% | -39.3% | +73.6% | +52.4% |
| All | +34.3% | -37.8% | +72.1% | +52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 1y: compounded portfolio wealth divided by compounded APP 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…
1y analysis · Full analysis span regression · 6 months rolling