+42.8%
LRCX vs KMX
+35.0%
+7.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.3% | -7.3% | -4.5% |
| 7D | -12.8% | +2.1% | -14.9% | -13.1% |
| 30D | -36.0% | +0.5% | -36.5% | -36.1% |
| 3M | -30.2% | -4.1% | -26.1% | -30.0% |
| 6M | -14.2% | +49.5% | -63.7% | -21.2% |
| YTD | +29.7% | +42.7% | -13.0% | +19.8% |
| 1Y | +42.8% | +35.3% | +7.5% | +31.7% |
| All | +42.8% | +35.0% | +7.8% | +31.7% |
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