+803.2%
LRCX vs RKT
-8.7%
+811.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.8% | +5.9% | +4.4% |
| 7D | +10.4% | +6.0% | +4.4% | +9.3% |
| 30D | +2.9% | +0.7% | +2.3% | +2.6% |
| 3M | -1.2% | +11.8% | -13.0% | -3.4% |
| 6M | +60.9% | -7.6% | +68.5% | +61.6% |
| YTD | +87.5% | -28.7% | +116.2% | +95.0% |
| 1Y | +206.6% | -32.6% | +239.2% | +220.2% |
| 3Y | +392.1% | +42.1% | +350.0% | +342.0% |
| 5Y | +478.4% | -7.2% | +485.6% | +412.3% |
| All | +803.2% | -8.7% | +811.8% | +695.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling