+209,827.1%
LRCX vs ALK
+828.7%
+208,998.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -3.6% | +12.9% | -16.6% | -7.6% |
| 30D | -30.3% | +5.5% | -35.8% | -32.0% |
| 3M | -27.3% | -12.1% | -15.2% | -24.7% |
| 6M | -24.2% | +1.7% | -26.0% | -25.7% |
| YTD | +30.3% | -17.4% | +47.7% | +36.5% |
| 1Y | +34.3% | -1.9% | +36.2% | +32.4% |
| 3Y | +232.6% | +21.2% | +211.4% | +188.5% |
| 5Y | +286.2% | -27.8% | +314.0% | +295.8% |
| 10Y | +2,547.4% | -41.0% | +2,588.5% | +2,518.5% |
| All | +209,827.1% | +828.7% | +208,998.4% | +48,244.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling