+7,036.9%
LRCX vs ARMK
+350.8%
+6,686.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.5% |
| 7D | +1.9% | -2.4% | +4.3% | +2.9% |
| 30D | +0.1% | 0.0% | +0.1% | -0.1% |
| 3M | -8.5% | +6.7% | -15.1% | -11.1% |
| 6M | +38.1% | +38.8% | -0.8% | +19.6% |
| YTD | +80.1% | +55.2% | +24.9% | +48.3% |
| 1Y | +208.1% | +46.6% | +161.4% | +159.4% |
| 3Y | +350.2% | +112.9% | +237.3% | +220.3% |
| 5Y | +430.7% | +144.0% | +286.7% | +257.4% |
| 10Y | +3,633.2% | +132.4% | +3,500.8% | +2,380.0% |
| All | +7,036.9% | +350.8% | +6,686.1% | +3,968.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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