+460.5%
LRCX vs KDP
+3.6%
+456.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.2% |
| 7D | +9.5% | -1.6% | +11.1% | +9.8% |
| 30D | +3.1% | +9.5% | -6.4% | +1.5% |
| 3M | -3.4% | +2.6% | -6.0% | -4.2% |
| 6M | +49.7% | +15.6% | +34.1% | +44.6% |
| YTD | +84.9% | +17.3% | +67.5% | +77.7% |
| 1Y | +200.8% | +20.1% | +180.7% | +186.5% |
| 3Y | +385.1% | +4.9% | +380.2% | +368.1% |
| 5Y | +460.5% | +5.0% | +455.5% | +462.8% |
| All | +460.5% | +3.6% | +456.9% | +462.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling