+8,904.9%
LRCX vs KDP
+1,132.0%
+7,772.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.0% | +5.4% |
| 7D | +1.9% | +1.3% | +0.6% | +1.4% |
| 30D | +0.1% | +6.0% | -5.9% | -2.3% |
| 3M | -8.5% | +9.2% | -17.7% | -12.4% |
| 6M | +38.1% | +14.7% | +23.4% | +29.3% |
| YTD | +80.1% | +19.2% | +60.9% | +65.4% |
| 1Y | +208.1% | +15.2% | +192.9% | +184.9% |
| 3Y | +350.2% | +6.0% | +344.2% | +319.2% |
| 5Y | +430.7% | +5.4% | +425.2% | +393.9% |
| 10Y | +3,633.2% | +171.9% | +3,461.3% | +2,134.5% |
| All | +8,904.9% | +1,132.0% | +7,772.9% | +2,219.3% |
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