+270.8%
LRCX vs VIK
+225.3%
+45.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | +0.7% |
| 7D | +9.5% | -0.8% | +10.3% | +10.1% |
| 30D | +3.1% | -18.0% | +21.1% | +16.2% |
| 3M | -3.4% | -5.8% | +2.4% | +0.9% |
| 6M | +49.7% | +17.2% | +32.5% | +36.8% |
| YTD | +84.9% | +19.1% | +65.7% | +66.8% |
| 1Y | +200.8% | +33.6% | +167.2% | +153.8% |
| All | +270.8% | +225.3% | +45.5% | +107.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling