+208.1%
LRCX vs KMX
+5.0%
+203.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.1% | +4.9% |
| 7D | +1.9% | +1.9% | 0.0% | +1.5% |
| 30D | +0.1% | +11.7% | -11.6% | -2.2% |
| 3M | -8.5% | +34.9% | -43.4% | -14.2% |
| 6M | +38.1% | +50.3% | -12.2% | +25.3% |
| YTD | +80.1% | +63.8% | +16.3% | +61.3% |
| 1Y | +208.1% | +3.8% | +204.2% | +203.8% |
| All | +208.1% | +5.0% | +203.1% | +203.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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