+51.0%
ASML vs DKS
-29.9%
+80.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.0% | +1.8% |
| 7D | +2.5% | +1.3% | +1.2% | +2.4% |
| 30D | -12.2% | +8.9% | -21.1% | -13.1% |
| 3M | -14.6% | -26.4% | +11.7% | -10.3% |
| 6M | -1.7% | -31.1% | +29.3% | +3.7% |
| YTD | +44.3% | -22.8% | +67.1% | +46.5% |
| 1Y | +51.0% | -29.5% | +80.5% | +55.9% |
| All | +51.0% | -29.9% | +80.9% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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