+42.8%
LRCX vs ATI
+86.4%
-43.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.4% |
| 7D | -12.8% | +8.3% | -21.1% | -19.4% |
| 30D | -36.0% | -7.3% | -28.7% | -31.5% |
| 3M | -30.2% | -10.5% | -19.7% | -23.7% |
| 6M | -14.2% | +16.4% | -30.6% | -24.5% |
| YTD | +29.7% | +56.1% | -26.3% | -13.5% |
| 1Y | +42.8% | +86.5% | -43.7% | -17.4% |
| All | +42.8% | +86.4% | -43.6% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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