+159.4%
LRCX vs AVTR
+16.7%
+142.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.5% | +0.1% |
| 7D | -3.1% | -1.1% | -2.0% | -3.0% |
| 30D | -8.6% | +6.3% | -14.9% | -8.9% |
| 3M | -17.7% | +53.3% | -71.0% | -22.6% |
| 6M | +36.4% | +78.6% | -42.3% | +24.8% |
| YTD | +74.5% | +29.2% | +45.3% | +64.0% |
| 1Y | +159.4% | +13.8% | +145.6% | +132.0% |
| All | +159.4% | +16.7% | +142.7% | +132.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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