+51.0%
ASML vs KKR
-16.1%
+67.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | +2.5% | -1.3% | +3.8% | +2.9% |
| 30D | -12.2% | +9.3% | -21.5% | -14.3% |
| 3M | -14.6% | -9.8% | -4.8% | -12.1% |
| 6M | -1.7% | +1.0% | -2.7% | -2.9% |
| YTD | +44.3% | -21.1% | +65.4% | +55.3% |
| 1Y | +51.0% | -17.0% | +68.0% | +62.9% |
| All | +51.0% | -16.1% | +67.1% | +62.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling