+48.8%
KR vs LCID
-97.9%
+146.7%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +0.9% |
| 7D | -2.7% | -9.1% | +6.5% | -2.8% |
| 30D | +1.9% | -37.6% | +39.6% | +1.4% |
| 3M | -11.0% | -11.1% | 0.0% | -10.9% |
| 6M | -20.2% | -59.2% | +39.0% | -20.5% |
| YTD | -7.3% | -60.5% | +53.2% | -7.7% |
| 1Y | -13.1% | -78.5% | +65.4% | -13.8% |
| 3Y | +29.7% | -92.8% | +122.6% | +28.8% |
| 5Y | +48.8% | -97.9% | +146.7% | +33.4% |
| All | +48.8% | -97.9% | +146.7% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 LCID 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