+3,549.0%
LRCX vs TKO
+989.7%
+2,559.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -3.1% | +2.3% | -5.4% | -3.7% |
| 30D | -8.6% | -2.5% | -6.1% | -8.1% |
| 3M | -17.7% | -10.6% | -7.1% | -15.7% |
| 6M | +36.4% | -5.1% | +41.4% | +36.8% |
| YTD | +74.5% | -8.2% | +82.8% | +76.0% |
| 1Y | +159.4% | -4.4% | +163.9% | +157.6% |
| 3Y | +361.6% | +100.4% | +261.2% | +258.0% |
| 5Y | +425.2% | +294.3% | +130.9% | +217.9% |
| All | +3,549.0% | +989.7% | +2,559.4% | +1,467.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TKO.
Daily Out/Under-Performance
Portfolio return minus TKO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TKO 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 10y: compounded portfolio wealth divided by compounded TKO 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…
10y analysis · Full analysis span regression · 6 months rolling