+5,683.5%
ASML vs KKR
+1,697.8%
+3,985.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.8% | +6.0% | +5.1% |
| 7D | +1.1% | -0.9% | +2.0% | +1.4% |
| 30D | +2.2% | +2.2% | 0.0% | +0.7% |
| 3M | -2.3% | +13.1% | -15.4% | -8.7% |
| 6M | +23.0% | +15.3% | +7.7% | +13.1% |
| YTD | +61.1% | -15.0% | +76.1% | +70.4% |
| 1Y | +129.1% | -21.0% | +150.1% | +149.1% |
| 3Y | +165.4% | +76.7% | +88.6% | +83.2% |
| 5Y | +109.5% | +74.3% | +35.1% | +43.5% |
| 10Y | +1,645.7% | +753.7% | +892.0% | +491.6% |
| All | +5,683.5% | +1,697.8% | +3,985.7% | +1,250.2% |
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