+433.3%
KLAC vs LRCX
+421.1%
+12.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LRCX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +1.9% |
| 7D | -2.7% | -3.1% | +0.4% | -0.2% |
| 30D | -13.2% | -8.6% | -4.6% | -6.7% |
| 3M | -25.0% | -17.7% | -7.3% | -12.0% |
| 6M | +23.6% | +36.4% | -12.7% | -6.1% |
| YTD | +49.2% | +74.5% | -25.3% | -8.5% |
| 1Y | +89.3% | +159.4% | -70.1% | -18.3% |
| 3Y | +274.4% | +361.6% | -87.2% | -2.7% |
| All | +433.3% | +421.1% | +12.2% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LRCX.
Daily Out/Under-Performance
Portfolio return minus LRCX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LRCX 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 5y: compounded portfolio wealth divided by compounded LRCX 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…
5y analysis · Full analysis span regression · 6 months rolling