+361.6%
LRCX vs KR
+33.5%
+328.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | +1.7% |
| 7D | -3.1% | -0.2% | -2.9% | -3.1% |
| 30D | -8.6% | +5.1% | -13.6% | -5.6% |
| 3M | -17.7% | -8.2% | -9.5% | -19.6% |
| 6M | +36.4% | -18.0% | +54.3% | +27.7% |
| YTD | +74.5% | -4.8% | +79.3% | +75.3% |
| 1Y | +159.4% | -11.0% | +170.5% | +155.9% |
| 3Y | +361.6% | +37.7% | +323.9% | +385.8% |
| All | +361.6% | +33.5% | +328.1% | +385.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling