+3,549.0%
LRCX vs KDP
+172.7%
+3,376.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -3.1% | -3.7% | +0.6% | -2.0% |
| 30D | -8.6% | +6.2% | -14.7% | -10.2% |
| 3M | -17.7% | +1.2% | -18.9% | -18.5% |
| 6M | +36.4% | +15.3% | +21.0% | +29.4% |
| YTD | +74.5% | +14.8% | +59.7% | +65.4% |
| 1Y | +159.4% | +17.6% | +141.8% | +142.7% |
| 3Y | +361.6% | +2.1% | +359.5% | +342.2% |
| 5Y | +425.2% | +2.7% | +422.5% | +403.2% |
| All | +3,549.0% | +172.7% | +3,376.3% | +2,894.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 10y: compounded portfolio wealth divided by compounded KDP 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…
10y analysis · Full analysis span regression · 6 months rolling