+361.6%
LRCX vs APTV
-55.4%
+417.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -3.1% | -5.0% | +2.0% | -1.3% |
| 30D | -8.6% | -6.1% | -2.5% | -6.5% |
| 3M | -17.7% | -33.0% | +15.3% | -3.9% |
| 6M | +36.4% | -35.2% | +71.6% | +60.0% |
| YTD | +74.5% | -40.1% | +114.7% | +111.3% |
| 1Y | +159.4% | -45.6% | +205.1% | +228.0% |
| 3Y | +361.6% | -54.4% | +415.9% | +449.2% |
| All | +361.6% | -55.4% | +417.0% | +449.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 3y: compounded portfolio wealth divided by compounded APTV 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…
3y analysis · Full analysis span regression · 6 months rolling