+4,802.7%
LRCX vs KEYS
+1,113.8%
+3,688.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEYS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.0% | -3.9% | -3.1% |
| 7D | -3.1% | +3.5% | -6.6% | -5.7% |
| 30D | -8.6% | -4.5% | -4.1% | -5.1% |
| 3M | -17.7% | -0.4% | -17.3% | -15.7% |
| 6M | +36.4% | +19.1% | +17.2% | +23.1% |
| YTD | +74.5% | +66.7% | +7.9% | +18.2% |
| 1Y | +159.4% | +96.5% | +63.0% | +54.1% |
| 3Y | +361.6% | +155.2% | +206.4% | +121.3% |
| 5Y | +425.2% | +88.0% | +337.3% | +218.4% |
| 10Y | +3,645.0% | +1,046.8% | +2,598.2% | +680.1% |
| All | +4,802.7% | +1,113.8% | +3,688.9% | +967.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEYS.
Daily Out/Under-Performance
Portfolio return minus KEYS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEYS 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 KEYS 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