+39.3%
ASML vs DKS
-33.9%
+73.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.2% | +5.2% | +5.0% |
| 7D | -9.0% | -2.1% | -6.9% | -8.7% |
| 30D | -21.0% | +7.3% | -28.3% | -21.8% |
| 3M | -16.3% | -28.4% | +12.1% | -12.5% |
| 6M | -7.5% | -36.9% | +29.4% | -0.5% |
| YTD | +34.0% | -27.3% | +61.3% | +37.0% |
| 1Y | +39.3% | -33.2% | +72.5% | +43.6% |
| All | +39.3% | -33.9% | +73.1% | +43.6% |
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