+42.8%
LRCX vs BAM
+4.2%
+38.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.2% | -10.2% | -6.2% |
| 7D | -12.8% | +14.2% | -27.0% | -17.4% |
| 30D | -36.0% | +21.0% | -56.9% | -41.2% |
| 3M | -30.2% | +5.2% | -35.4% | -31.6% |
| 6M | -14.2% | +16.0% | -30.2% | -20.7% |
| YTD | +29.7% | +6.5% | +23.3% | +28.2% |
| 1Y | +42.8% | +4.4% | +38.4% | +43.5% |
| All | +42.8% | +4.2% | +38.6% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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