+1,551.5%
ASML vs KKR
+724.1%
+827.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.8% | -3.2% | -1.9% |
| 7D | -2.9% | +5.1% | -7.9% | -5.6% |
| 30D | -15.2% | +10.9% | -26.1% | -20.3% |
| 3M | -12.9% | -2.9% | -10.0% | -12.7% |
| 6M | -5.0% | -1.2% | -3.8% | -6.3% |
| YTD | +41.8% | -20.4% | +62.2% | +55.3% |
| 1Y | +46.0% | -15.4% | +61.5% | +53.8% |
| 3Y | +133.5% | +61.9% | +71.6% | +54.5% |
| 5Y | +92.7% | +38.3% | +54.5% | +35.2% |
| All | +1,551.5% | +724.1% | +827.4% | +424.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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