+416.0%
LRCX vs MKSI
+84.1%
+331.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -1.5% |
| 7D | -3.1% | +2.7% | -5.8% | -5.0% |
| 30D | -8.6% | -12.8% | +4.2% | +1.5% |
| 3M | -17.7% | -22.5% | +4.8% | +0.5% |
| 6M | +36.4% | +19.4% | +17.0% | +21.8% |
| YTD | +74.5% | +67.7% | +6.8% | +21.8% |
| 1Y | +159.4% | +131.4% | +28.0% | +41.4% |
| 3Y | +361.6% | +197.3% | +164.3% | +94.5% |
| All | +416.0% | +84.1% | +331.9% | +229.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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