+8.2%
ASML vs KDP
+28.8%
-20.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +5.9% | -9.5% | -0.8% |
| 7D | -10.0% | +5.3% | -15.3% | -7.4% |
| 30D | -19.4% | +19.1% | -38.5% | -12.7% |
| 3M | -12.5% | +19.2% | -31.6% | -5.4% |
| 6M | +8.2% | +29.3% | -21.0% | +23.5% |
| All | +8.2% | +28.8% | -20.6% | +23.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling