+6,802.4%
LRCX vs KWEB
+20.3%
+6,782.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.4% | -4.3% | -5.0% |
| 7D | +1.8% | -4.3% | +6.1% | +3.9% |
| 30D | -4.3% | -13.0% | +8.7% | +1.7% |
| 3M | -7.3% | -7.6% | +0.2% | -4.7% |
| 6M | +38.6% | -21.1% | +59.7% | +53.4% |
| YTD | +74.4% | -28.2% | +102.6% | +102.1% |
| 1Y | +179.1% | -34.9% | +214.0% | +239.1% |
| 3Y | +357.7% | -0.8% | +358.4% | +342.6% |
| 5Y | +424.9% | -43.6% | +468.4% | +505.3% |
| 10Y | +3,642.4% | -21.7% | +3,664.0% | +3,493.4% |
| All | +6,802.4% | +20.3% | +6,782.1% | +5,182.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling