+77,094.7%
ASML vs KGC
+81.4%
+77,013.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.8% | -10.1% | -9.4% |
| 7D | -19.0% | 0.0% | -19.0% | -19.1% |
| 30D | -25.9% | -9.3% | -16.6% | -25.4% |
| 3M | -19.1% | -15.9% | -3.2% | -18.2% |
| 6M | -5.7% | -24.9% | +19.1% | -4.0% |
| YTD | +27.6% | -23.0% | +50.6% | +29.4% |
| 1Y | +30.8% | -9.9% | +40.7% | +31.2% |
| 3Y | +116.2% | +301.2% | -185.0% | +94.4% |
| 5Y | +67.7% | +278.5% | -210.9% | +50.0% |
| 10Y | +1,355.3% | +484.3% | +871.1% | +1,148.5% |
| All | +77,094.7% | +81.4% | +77,013.3% | +74,334.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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