+38.6%
LRCX vs KWEB
-20.7%
+59.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.3% | -5.1% |
| 7D | +1.8% | -4.3% | +6.1% | +3.6% |
| 30D | -4.3% | -13.0% | +8.7% | +1.2% |
| 3M | -7.3% | -7.6% | +0.2% | -4.3% |
| 6M | +38.6% | -21.1% | +59.7% | +67.8% |
| All | +38.6% | -20.7% | +59.3% | +67.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling