+159.4%
LRCX vs KWEB
-35.0%
+194.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.4% |
| 7D | -3.1% | -5.6% | +2.5% | +1.1% |
| 30D | -8.6% | -10.7% | +2.1% | -0.8% |
| 3M | -17.7% | -7.4% | -10.3% | -13.9% |
| 6M | +36.4% | -19.3% | +55.7% | +64.1% |
| YTD | +74.5% | -27.8% | +102.3% | +136.8% |
| 1Y | +159.4% | -35.9% | +195.4% | +299.3% |
| All | +159.4% | -35.0% | +194.4% | +299.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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