+1,670.8%
ASML vs KMI
+132.9%
+1,537.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.8% | +4.4% |
| 7D | +1.1% | -0.5% | +1.6% | +1.3% |
| 30D | +2.2% | +0.9% | +1.3% | +1.7% |
| 3M | -2.3% | 0.0% | -2.3% | -2.8% |
| 6M | +23.0% | -5.7% | +28.7% | +24.8% |
| YTD | +61.1% | +17.5% | +43.6% | +48.4% |
| 1Y | +129.1% | +22.3% | +106.8% | +106.5% |
| 3Y | +165.4% | +111.9% | +53.4% | +83.4% |
| 5Y | +109.5% | +151.8% | -42.4% | +33.4% |
| All | +1,670.8% | +132.9% | +1,537.9% | +972.9% |
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