+8,272.4%
LRCX vs KRE
+151.4%
+8,121.0%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.3% | +5.4% | +4.9% |
| 7D | +10.4% | +2.3% | +8.1% | +8.9% |
| 30D | +2.9% | -2.5% | +5.4% | +4.5% |
| 3M | -1.2% | +6.2% | -7.4% | -4.9% |
| 6M | +60.9% | +15.8% | +45.0% | +47.3% |
| YTD | +87.5% | +16.0% | +71.5% | +71.4% |
| 1Y | +206.6% | +16.2% | +190.5% | +179.2% |
| 3Y | +392.1% | +86.4% | +305.7% | +230.1% |
| 5Y | +478.4% | +33.0% | +445.5% | +365.5% |
| 10Y | +3,821.0% | +123.0% | +3,698.0% | +2,055.2% |
| All | +8,272.4% | +151.4% | +8,121.0% | +3,909.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling