+108.6%
ASML vs DKS
+11.8%
+96.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | +1.1% | +3.0% | -1.9% | +0.2% |
| 30D | +2.2% | -30.5% | +32.7% | +11.8% |
| 3M | -2.3% | -35.7% | +33.4% | +9.1% |
| 6M | +23.0% | -29.7% | +52.7% | +32.8% |
| YTD | +61.1% | -28.9% | +89.9% | +72.9% |
| 1Y | +129.1% | -35.9% | +165.0% | +153.5% |
| 3Y | +165.4% | +28.2% | +137.2% | +122.1% |
| All | +108.6% | +11.8% | +96.7% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling