+200.8%
LRCX vs ALK
-36.6%
+237.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.0% |
| 7D | +9.5% | -3.0% | +12.5% | +11.0% |
| 30D | +3.1% | -14.6% | +17.7% | +10.5% |
| 3M | -3.4% | -10.6% | +7.2% | +1.0% |
| 6M | +49.7% | -6.7% | +56.4% | +49.7% |
| YTD | +84.9% | -19.8% | +104.6% | +93.0% |
| 1Y | +200.8% | -35.2% | +236.0% | +199.7% |
| All | +200.8% | -36.6% | +237.4% | +199.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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