+1,478.4%
LRCX vs KEEL
+294.5%
+1,184.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | -0.4% |
| 7D | -3.1% | +2.9% | -5.9% | -3.4% |
| 30D | -8.6% | +0.8% | -9.4% | -8.9% |
| 3M | -17.7% | -35.3% | +17.6% | -14.1% |
| 6M | +36.4% | +59.4% | -23.0% | +29.1% |
| YTD | +74.5% | +51.9% | +22.6% | +65.0% |
| 1Y | +159.4% | +75.0% | +84.4% | +137.9% |
| 3Y | +361.6% | +224.5% | +137.0% | +275.0% |
| 5Y | +425.2% | -35.9% | +461.2% | +345.4% |
| All | +1,478.4% | +294.5% | +1,184.0% | +1,081.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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