+208.1%
LRCX vs RKT
-21.9%
+229.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.4% |
| 7D | +1.9% | +2.1% | -0.2% | +1.2% |
| 30D | +0.1% | +1.4% | -1.4% | -0.7% |
| 3M | -8.5% | +6.3% | -14.8% | -11.1% |
| 6M | +38.1% | -15.5% | +53.5% | +40.9% |
| YTD | +80.1% | -27.4% | +107.4% | +90.2% |
| 1Y | +208.1% | -26.6% | +234.6% | +226.0% |
| All | +208.1% | -21.9% | +229.9% | +226.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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