+367.0%
LRCX vs ALK
+4.2%
+362.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.5% | +3.6% | +4.5% |
| 7D | +1.9% | -0.7% | +2.6% | +2.2% |
| 30D | +0.1% | -19.2% | +19.3% | +8.1% |
| 3M | -8.5% | -1.5% | -7.0% | -8.2% |
| 6M | +38.1% | -13.1% | +51.1% | +42.5% |
| YTD | +80.1% | -16.4% | +96.5% | +87.4% |
| 1Y | +208.1% | -33.1% | +241.1% | +240.5% |
| All | +367.0% | +4.2% | +362.8% | +308.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling