+8,877.4%
LRCX vs KORU
+35.0%
+8,842.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KORU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.6% | +2.6% | +3.7% |
| 7D | +10.4% | +24.3% | -13.9% | +3.1% |
| 30D | +2.9% | +37.3% | -34.4% | -8.8% |
| 3M | -1.2% | -32.8% | +31.6% | -0.1% |
| 6M | +60.9% | +36.9% | +24.0% | +11.6% |
| YTD | +87.5% | +162.6% | -75.1% | +0.8% |
| 1Y | +206.6% | +467.0% | -260.4% | +26.2% |
| 3Y | +392.1% | +522.4% | -130.3% | +75.9% |
| 5Y | +478.4% | +57.9% | +420.6% | +185.7% |
| 10Y | +3,821.0% | +70.8% | +3,750.2% | +1,383.4% |
| All | +8,877.4% | +35.0% | +8,842.4% | +3,127.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KORU.
Daily Out/Under-Performance
Portfolio return minus KORU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KORU 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 KORU 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