+159.4%
LRCX vs RKT
-38.3%
+197.8%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -3.1% | -6.3% | +3.2% | -1.3% |
| 30D | -8.6% | -6.2% | -2.4% | -7.1% |
| 3M | -17.7% | -1.9% | -15.8% | -18.2% |
| 6M | +36.4% | -13.0% | +49.4% | +38.6% |
| YTD | +74.5% | -31.9% | +106.5% | +87.5% |
| 1Y | +159.4% | -37.6% | +197.0% | +185.0% |
| All | +159.4% | -38.3% | +197.8% | +185.0% |
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