+361.3%
LRCX vs ATI
+341.5%
+19.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.7% | -2.0% | -3.7% |
| 7D | +1.8% | -2.7% | +4.5% | +3.4% |
| 30D | -4.3% | -13.5% | +9.2% | +3.6% |
| 3M | -7.3% | +8.5% | -15.9% | -10.5% |
| 6M | +38.6% | +25.2% | +13.4% | +25.0% |
| YTD | +74.4% | +73.4% | +1.0% | +37.2% |
| 1Y | +179.1% | +160.5% | +18.6% | +85.3% |
| All | +361.3% | +341.5% | +19.7% | +136.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling