+290,000.9%
LRCX vs KEY
+1,050.5%
+288,950.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.9% | +5.0% |
| 7D | +1.9% | +2.2% | -0.3% | +1.1% |
| 30D | +0.1% | -3.0% | +3.1% | +1.2% |
| 3M | -8.5% | +3.3% | -11.8% | -9.5% |
| 6M | +38.1% | +9.2% | +28.9% | +34.3% |
| YTD | +80.1% | +10.6% | +69.4% | +74.3% |
| 1Y | +208.1% | +20.4% | +187.7% | +188.9% |
| 3Y | +350.2% | +121.8% | +228.4% | +234.6% |
| 5Y | +430.7% | +41.1% | +389.5% | +342.1% |
| 10Y | +3,633.2% | +168.5% | +3,464.7% | +2,266.1% |
| All | +290,000.9% | +1,050.5% | +288,950.4% | +59,140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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