+250.1%
LRCX vs VIK
+225.1%
+25.0%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.7% |
| 7D | -3.1% | -0.9% | -2.1% | -2.5% |
| 30D | -8.6% | -18.4% | +9.9% | +3.4% |
| 3M | -17.7% | -8.8% | -8.9% | -12.6% |
| 6M | +36.4% | +17.1% | +19.2% | +24.6% |
| YTD | +74.5% | +19.0% | +55.5% | +57.6% |
| 1Y | +159.4% | +30.1% | +129.3% | +122.1% |
| All | +250.1% | +225.1% | +25.0% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling