+1,534.9%
ASML vs KMI
+142.5%
+1,392.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.0% | -2.4% | -1.2% |
| 7D | -2.9% | -5.1% | +2.3% | -0.6% |
| 30D | -15.2% | -3.1% | -12.0% | -14.1% |
| 3M | -12.9% | +0.2% | -13.1% | -13.1% |
| 6M | -5.0% | +1.1% | -6.2% | -6.2% |
| YTD | +41.8% | +17.7% | +24.1% | +30.4% |
| 1Y | +46.0% | +19.6% | +26.4% | +33.1% |
| 3Y | +133.5% | +117.6% | +15.9% | +58.9% |
| 5Y | +93.0% | +143.1% | -50.1% | +24.8% |
| 10Y | +1,534.9% | +142.0% | +1,392.9% | +860.0% |
| All | +1,534.9% | +142.5% | +1,392.4% | +860.0% |
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