+6,519.7%
LRCX vs KDP
+1,283.7%
+5,236.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.6% | -6.0% | -4.3% |
| 7D | +12.7% | -0.8% | +13.5% | +12.9% |
| 30D | -21.3% | +9.7% | -31.0% | -24.4% |
| 3M | -32.9% | +17.6% | -50.5% | -37.5% |
| 6M | -23.4% | +25.8% | -49.2% | -31.1% |
| YTD | +32.4% | +33.9% | -1.5% | +15.4% |
| 1Y | +48.0% | +38.9% | +9.2% | +27.0% |
| 3Y | +243.9% | +26.8% | +217.2% | +196.3% |
| 5Y | +280.6% | +16.3% | +264.3% | +239.4% |
| 10Y | +2,547.5% | +248.1% | +2,299.4% | +1,314.5% |
| All | +6,519.7% | +1,283.7% | +5,236.0% | +1,518.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling