+208.1%
LRCX vs KKR
-20.0%
+228.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.8% | +7.0% | +5.8% |
| 7D | +1.9% | -0.9% | +2.8% | +2.2% |
| 30D | +0.1% | +2.2% | -2.1% | -1.1% |
| 3M | -8.5% | +13.1% | -21.6% | -13.0% |
| 6M | +38.1% | +15.3% | +22.8% | +29.8% |
| YTD | +80.1% | -15.0% | +95.1% | +92.0% |
| 1Y | +208.1% | -21.0% | +229.1% | +242.8% |
| All | +208.1% | -20.0% | +228.0% | +242.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling