+42.8%
LRCX vs KRE
+27.2%
+15.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.8% |
| 7D | -12.8% | +2.8% | -15.6% | -13.9% |
| 30D | -36.0% | +5.3% | -41.3% | -37.8% |
| 3M | -30.2% | -4.2% | -26.0% | -27.9% |
| 6M | -14.2% | +8.7% | -22.9% | -19.3% |
| YTD | +29.7% | +16.4% | +13.4% | +14.6% |
| 1Y | +42.8% | +26.9% | +15.9% | +19.7% |
| All | +42.8% | +27.2% | +15.6% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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