+1,504.8%
ASML vs KMI
+151.5%
+1,353.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.0% | +4.2% | +5.4% |
| 7D | -0.8% | -6.5% | +5.7% | +2.1% |
| 30D | -14.9% | -5.1% | -9.8% | -13.0% |
| 3M | -13.0% | 0.0% | -12.9% | -13.1% |
| 6M | -4.7% | -0.9% | -3.8% | -5.1% |
| YTD | +42.3% | +15.4% | +26.9% | +32.0% |
| 1Y | +49.7% | +19.5% | +30.2% | +36.5% |
| 3Y | +144.3% | +116.3% | +28.0% | +66.6% |
| 5Y | +86.4% | +136.6% | -50.2% | +22.0% |
| 10Y | +1,504.8% | +139.6% | +1,365.3% | +846.9% |
| All | +1,504.8% | +151.5% | +1,353.4% | +846.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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