+1,644.6%
ASML vs KMB
+17.3%
+1,627.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.6% | +5.8% | +4.4% |
| 7D | +1.1% | -3.0% | +4.1% | +1.6% |
| 30D | +2.2% | -5.5% | +7.7% | +3.1% |
| 3M | -2.3% | +14.0% | -16.3% | -5.3% |
| 6M | +23.0% | +4.1% | +18.9% | +21.3% |
| YTD | +61.1% | +8.0% | +53.0% | +57.5% |
| 1Y | +129.1% | -13.7% | +142.9% | +133.9% |
| 3Y | +165.4% | -5.9% | +171.3% | +159.1% |
| 5Y | +109.5% | -8.6% | +118.1% | +104.4% |
| All | +1,644.6% | +17.3% | +1,627.3% | +1,601.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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