+8,245.5%
LRCX vs KKR
+1,583.3%
+6,662.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.1% | -2.6% | -3.9% |
| 7D | +1.8% | -8.1% | +9.9% | +6.7% |
| 30D | -4.3% | -9.1% | +4.8% | +0.5% |
| 3M | -7.3% | +6.4% | -13.7% | -11.2% |
| 6M | +38.6% | +12.6% | +26.0% | +27.5% |
| YTD | +74.4% | -20.4% | +94.8% | +92.9% |
| 1Y | +179.1% | -27.1% | +206.2% | +222.4% |
| 3Y | +357.7% | +63.8% | +293.8% | +224.6% |
| 5Y | +424.9% | +67.6% | +357.3% | +259.5% |
| 10Y | +3,642.4% | +702.6% | +2,939.7% | +1,085.2% |
| All | +8,245.5% | +1,583.3% | +6,662.2% | +1,667.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling