+280,910.8%
LRCX vs BKR
+528.0%
+280,382.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.7% | +1.0% | -3.6% |
| 7D | +1.8% | -6.7% | +8.5% | +4.0% |
| 30D | -4.3% | -8.3% | +4.0% | -1.8% |
| 3M | -7.3% | -5.4% | -1.9% | -5.9% |
| 6M | +38.6% | +0.8% | +37.8% | +38.1% |
| YTD | +74.4% | +31.8% | +42.6% | +60.2% |
| 1Y | +179.1% | +28.6% | +150.5% | +157.6% |
| 3Y | +357.7% | +71.2% | +286.4% | +284.8% |
| 5Y | +424.9% | +179.2% | +245.6% | +271.5% |
| 10Y | +3,642.4% | +124.0% | +3,518.4% | +2,499.0% |
| All | +280,910.8% | +528.0% | +280,382.8% | +133,427.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling