+3,549.0%
LRCX vs KKR
+710.9%
+2,838.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -3.1% | -6.2% | +3.1% | +0.9% |
| 30D | -8.6% | -8.9% | +0.3% | -3.5% |
| 3M | -17.7% | +6.3% | -23.9% | -21.7% |
| 6M | +36.4% | +16.5% | +19.9% | +21.2% |
| YTD | +74.5% | -20.3% | +94.8% | +95.3% |
| 1Y | +159.4% | -29.8% | +189.2% | +213.1% |
| 3Y | +361.6% | +63.2% | +298.4% | +200.8% |
| 5Y | +425.2% | +68.0% | +357.3% | +221.9% |
| All | +3,549.0% | +710.9% | +2,838.1% | +829.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling