+361.6%
LRCX vs BKR
+68.5%
+293.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.4% |
| 7D | -3.1% | -7.0% | +3.9% | +0.5% |
| 30D | -8.6% | -8.1% | -0.4% | -4.7% |
| 3M | -17.7% | -6.6% | -11.1% | -15.2% |
| 6M | +36.4% | +0.9% | +35.5% | +35.3% |
| YTD | +74.5% | +31.1% | +43.5% | +52.5% |
| 1Y | +159.4% | +27.7% | +131.7% | +128.0% |
| 3Y | +361.6% | +71.2% | +290.4% | +264.8% |
| All | +361.6% | +68.5% | +293.1% | +264.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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