+8,978.8%
LRCX vs APTV
+180.9%
+8,797.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -4.6% | +8.8% | +6.5% |
| 7D | +10.4% | +2.0% | +8.5% | +9.1% |
| 30D | +2.9% | -7.7% | +10.6% | +6.9% |
| 3M | -1.2% | -34.0% | +32.8% | +20.4% |
| 6M | +60.9% | -37.1% | +98.0% | +98.1% |
| YTD | +87.5% | -39.9% | +127.4% | +135.5% |
| 1Y | +206.6% | -44.4% | +251.1% | +302.3% |
| 3Y | +392.1% | -54.5% | +446.6% | +578.9% |
| 5Y | +478.4% | -69.1% | +547.5% | +856.1% |
| 10Y | +3,821.0% | -20.0% | +3,841.0% | +3,580.1% |
| All | +8,978.8% | +180.9% | +8,797.9% | +4,212.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling