+222,561.1%
LRCX vs ALK
+817.3%
+221,743.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.2% | +7.3% | +6.5% |
| 7D | +6.5% | +2.6% | +4.0% | +5.9% |
| 30D | -23.8% | +7.8% | -31.6% | -26.3% |
| 3M | -24.2% | -15.2% | -8.9% | -20.4% |
| 6M | -20.2% | +5.0% | -25.2% | -22.5% |
| YTD | +38.2% | -18.4% | +56.6% | +45.4% |
| 1Y | +48.9% | -2.4% | +51.3% | +47.0% |
| 3Y | +252.8% | +19.8% | +233.1% | +207.2% |
| 5Y | +304.3% | -27.8% | +332.1% | +314.3% |
| 10Y | +2,664.2% | -42.0% | +2,706.2% | +2,648.1% |
| All | +222,561.1% | +817.3% | +221,743.8% | +51,383.7% |
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 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