+416.0%
LRCX vs KRE
+32.1%
+384.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.1% |
| 3M | -17.7% | +2.7% | -20.4% | -19.2% |
| 6M | +36.4% | +16.9% | +19.5% | +24.5% |
| YTD | +74.5% | +15.4% | +59.2% | +60.3% |
| 1Y | +159.4% | +16.1% | +143.4% | +136.8% |
| 3Y | +361.6% | +85.7% | +275.9% | +215.8% |
| All | +416.0% | +32.1% | +384.0% | +379.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling