+3,549.0%
LRCX vs KRE
+124.8%
+3,424.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | -0.1% | 0.0% |
| 7D | -3.1% | -1.8% | -1.2% | -2.1% |
| 30D | -8.6% | -4.5% | -4.1% | -6.0% |
| 3M | -17.7% | +2.7% | -20.4% | -19.3% |
| 6M | +36.4% | +16.9% | +19.5% | +24.3% |
| YTD | +74.5% | +15.4% | +59.2% | +60.1% |
| 1Y | +159.4% | +16.1% | +143.4% | +136.4% |
| 3Y | +361.6% | +85.7% | +275.9% | +210.8% |
| 5Y | +425.2% | +33.3% | +392.0% | +328.3% |
| All | +3,549.0% | +124.8% | +3,424.2% | +2,147.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling