+208.1%
LRCX vs VIK
+37.7%
+170.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.3% | +4.9% | +4.9% |
| 7D | +1.9% | -3.0% | +4.9% | +4.1% |
| 30D | +0.1% | -20.7% | +20.8% | +17.1% |
| 3M | -8.5% | -4.6% | -3.8% | -4.6% |
| 6M | +38.1% | +14.0% | +24.1% | +27.1% |
| YTD | +80.1% | +20.2% | +59.9% | +60.7% |
| 1Y | +208.1% | +36.0% | +172.0% | +160.1% |
| All | +208.1% | +37.7% | +170.3% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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