+159.4%
LRCX vs NOK
+143.5%
+15.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.8% | -4.7% | -2.0% |
| 7D | -3.1% | +11.0% | -14.0% | -7.3% |
| 30D | -8.6% | +7.8% | -16.4% | -11.4% |
| 3M | -17.7% | -21.0% | +3.3% | -12.2% |
| 6M | +36.4% | +40.9% | -4.5% | +33.6% |
| YTD | +74.5% | +72.0% | +2.5% | +67.5% |
| 1Y | +159.4% | +140.9% | +18.5% | +144.4% |
| All | +159.4% | +143.5% | +15.9% | +144.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NOK.
Daily Out/Under-Performance
Portfolio return minus NOK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOK 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 NOK 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