+361.6%
LRCX vs KKR
+62.5%
+299.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -3.1% | -6.2% | +3.1% | +0.3% |
| 30D | -8.6% | -8.9% | +0.3% | -4.2% |
| 3M | -17.7% | +6.3% | -23.9% | -21.1% |
| 6M | +36.4% | +16.5% | +19.9% | +23.1% |
| YTD | +74.5% | -20.3% | +94.8% | +94.1% |
| 1Y | +159.4% | -29.8% | +189.2% | +210.2% |
| 3Y | +361.6% | +63.2% | +298.4% | +229.3% |
| All | +361.6% | +62.5% | +299.1% | +229.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling