+85,040.9%
ASML vs KEY
+348.3%
+84,692.6%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.5% | -5.1% | -4.1% |
| 7D | -10.0% | +1.7% | -11.7% | -10.5% |
| 30D | -19.4% | +6.8% | -26.2% | -21.2% |
| 3M | -12.5% | -5.8% | -6.7% | -11.0% |
| 6M | +8.2% | +1.4% | +6.8% | +7.4% |
| YTD | +40.7% | +7.5% | +33.2% | +37.0% |
| 1Y | +46.1% | +29.6% | +16.5% | +33.7% |
| 3Y | +138.5% | +118.8% | +19.7% | +79.4% |
| 5Y | +84.2% | +16.8% | +67.3% | +62.4% |
| 10Y | +1,505.1% | +133.0% | +1,372.1% | +927.1% |
| All | +85,040.9% | +348.3% | +84,692.6% | +31,942.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 all: compounded portfolio wealth divided by compounded KEY 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…
all analysis · Full analysis span regression · 6 months rolling