+208.1%
LRCX vs KMI
+21.6%
+186.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.8% | +4.9% |
| 7D | +1.9% | -0.5% | +2.4% | +1.7% |
| 30D | +0.1% | +0.9% | -0.8% | +0.7% |
| 3M | -8.5% | 0.0% | -8.5% | -8.0% |
| 6M | +38.1% | -5.7% | +43.8% | +35.7% |
| YTD | +80.1% | +17.5% | +62.6% | +90.3% |
| 1Y | +208.1% | +22.3% | +185.8% | +234.9% |
| All | +208.1% | +21.6% | +186.5% | +234.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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