+361.6%
LRCX vs TKO
+102.7%
+258.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TKO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | -3.1% | +2.3% | -5.4% | -3.5% |
| 30D | -8.6% | -2.5% | -6.1% | -8.3% |
| 3M | -17.7% | -10.6% | -7.1% | -16.1% |
| 6M | +36.4% | -5.1% | +41.4% | +36.5% |
| YTD | +74.5% | -8.2% | +82.8% | +75.7% |
| 1Y | +159.4% | -4.4% | +163.9% | +157.5% |
| 3Y | +361.6% | +100.4% | +261.2% | +294.8% |
| All | +361.6% | +102.7% | +258.9% | +294.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling