+6,799.2%
LRCX vs KMI
+107.5%
+6,691.6%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -0.7% |
| 7D | +9.5% | -1.8% | +11.3% | +10.3% |
| 30D | +3.1% | +0.1% | +3.0% | +2.9% |
| 3M | -3.4% | +1.2% | -4.6% | -4.4% |
| 6M | +49.7% | -3.9% | +53.6% | +50.5% |
| YTD | +84.9% | +17.5% | +67.3% | +70.1% |
| 1Y | +200.8% | +22.6% | +178.2% | +170.7% |
| 3Y | +385.1% | +116.3% | +268.8% | +238.8% |
| 5Y | +460.5% | +157.6% | +302.9% | +261.9% |
| 10Y | +3,866.3% | +136.6% | +3,729.7% | +2,406.1% |
| All | +6,799.2% | +107.5% | +6,691.6% | +4,209.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling