+208.1%
LRCX vs KNX
+68.2%
+139.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.8% | +1.3% | +3.6% |
| 7D | +1.9% | +7.4% | -5.5% | -1.0% |
| 30D | +0.1% | +2.0% | -1.9% | -0.6% |
| 3M | -8.5% | -7.9% | -0.6% | -5.7% |
| 6M | +38.1% | +14.4% | +23.7% | +32.6% |
| YTD | +80.1% | +38.9% | +41.2% | +68.4% |
| 1Y | +208.1% | +65.9% | +142.2% | +185.6% |
| All | +208.1% | +68.2% | +139.9% | +185.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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