+97,349.8%
ASML vs KEY
+361.4%
+96,988.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.3% | +3.9% | +4.1% |
| 7D | +1.1% | +2.2% | -1.1% | +0.4% |
| 30D | +2.2% | -3.0% | +5.2% | +3.2% |
| 3M | -2.3% | +3.3% | -5.6% | -3.4% |
| 6M | +23.0% | +9.2% | +13.8% | +19.6% |
| YTD | +61.1% | +10.6% | +50.4% | +55.7% |
| 1Y | +129.1% | +20.4% | +108.7% | +114.8% |
| 3Y | +165.4% | +121.8% | +43.5% | +98.4% |
| 5Y | +109.5% | +41.1% | +68.3% | +73.7% |
| 10Y | +1,645.7% | +168.5% | +1,477.2% | +967.7% |
| All | +97,349.8% | +361.4% | +96,988.4% | +36,319.7% |
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