+4,711.4%
ASML vs KKR
+1,510.1%
+3,201.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.9% | +6.9% | +5.9% |
| 7D | -9.0% | +2.2% | -11.2% | -10.2% |
| 30D | -21.0% | +7.6% | -28.6% | -24.1% |
| 3M | -16.3% | -6.5% | -9.8% | -14.6% |
| 6M | -7.5% | -3.9% | -3.6% | -7.3% |
| YTD | +34.0% | -23.9% | +57.9% | +48.4% |
| 1Y | +39.3% | -18.5% | +57.8% | +48.6% |
| 3Y | +128.9% | +65.8% | +63.1% | +62.0% |
| 5Y | +76.1% | +25.3% | +50.8% | +40.0% |
| 10Y | +1,428.4% | +720.2% | +708.2% | +428.9% |
| All | +4,711.4% | +1,510.1% | +3,201.3% | +1,076.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling