+47.5%
ASML vs KMI
+22.3%
+25.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +4.9% | +6.5% | -1.6% | +5.2% |
| 30D | -9.3% | -3.4% | -5.8% | -9.9% |
| 3M | -19.0% | +0.4% | -19.4% | -18.8% |
| 6M | -5.2% | -0.9% | -4.3% | -5.1% |
| YTD | +40.6% | +20.5% | +20.1% | +46.6% |
| 1Y | +47.5% | +23.2% | +24.3% | +55.7% |
| All | +47.5% | +22.3% | +25.2% | +55.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling