+1,323.9%
ASML vs KDP
+234.2%
+1,089.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.3% | -9.6% | -9.4% |
| 7D | -19.0% | +4.5% | -23.5% | -20.1% |
| 30D | -25.9% | +18.5% | -44.4% | -29.3% |
| 3M | -19.1% | +20.8% | -39.9% | -23.3% |
| 6M | -5.7% | +29.4% | -35.1% | -13.0% |
| YTD | +27.6% | +35.9% | -8.3% | +15.5% |
| 1Y | +30.8% | +42.5% | -11.7% | +16.6% |
| 3Y | +116.2% | +29.4% | +86.9% | +92.9% |
| 5Y | +67.7% | +15.8% | +51.9% | +56.4% |
| All | +1,323.9% | +234.2% | +1,089.8% | +975.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 10y: compounded portfolio wealth divided by compounded KDP 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…
10y analysis · Full analysis span regression · 6 months rolling