+220,578.8%
LRCX vs KEY
+1,006.4%
+219,572.4%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | +26.2% | +1.8% | +24.5% | +25.5% |
| 30D | -22.4% | +7.1% | -29.5% | -24.2% |
| 3M | -28.2% | -5.9% | -22.3% | -26.7% |
| 6M | -19.0% | +2.2% | -21.2% | -19.7% |
| YTD | +37.0% | +6.4% | +30.6% | +34.3% |
| 1Y | +45.5% | +24.8% | +20.7% | +34.8% |
| 3Y | +249.7% | +125.2% | +124.4% | +159.8% |
| 5Y | +293.9% | +13.0% | +280.9% | +254.5% |
| 10Y | +2,639.6% | +98.5% | +2,541.2% | +1,818.1% |
| All | +220,578.8% | +1,006.4% | +219,572.4% | +45,540.5% |
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