+1,504.8%
ASML vs KKR
+724.8%
+780.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.5% | +5.3% |
| 7D | -0.8% | +0.1% | -0.9% | -1.0% |
| 30D | -14.9% | +7.9% | -22.7% | -18.7% |
| 3M | -13.0% | -4.4% | -8.6% | -12.0% |
| 6M | -4.7% | -4.0% | -0.7% | -4.5% |
| YTD | +42.3% | -22.6% | +64.9% | +58.2% |
| 1Y | +49.7% | -18.6% | +68.3% | +61.0% |
| 3Y | +144.3% | +60.6% | +83.6% | +62.7% |
| 5Y | +86.4% | +28.4% | +57.9% | +36.4% |
| 10Y | +1,504.8% | +735.7% | +769.1% | +450.9% |
| All | +1,504.8% | +724.8% | +780.1% | +450.9% |
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