+1,676.2%
LRCX vs AVTR
+1.1%
+1,675.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.0% | -0.6% |
| 7D | +9.5% | +1.6% | +8.0% | +8.9% |
| 30D | +3.1% | +8.4% | -5.3% | 0.0% |
| 3M | -3.4% | +50.2% | -53.5% | -18.6% |
| 6M | +49.7% | +82.6% | -32.9% | +16.6% |
| YTD | +84.9% | +29.8% | +55.0% | +62.3% |
| 1Y | +200.8% | +16.0% | +184.9% | +167.5% |
| 3Y | +385.1% | -26.4% | +411.5% | +392.1% |
| 5Y | +460.5% | -64.5% | +525.0% | +677.1% |
| All | +1,676.2% | +1.1% | +1,675.1% | +1,417.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling