+4,096.2%
ASML vs KMI
+107.5%
+3,988.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +24.6% |
| YTD | +61.1% | +17.5% | +43.6% | +50.0% |
| 1Y | +129.1% | +22.3% | +106.8% | +109.4% |
| 3Y | +165.4% | +111.9% | +53.4% | +93.9% |
| 5Y | +109.5% | +151.8% | -42.4% | +43.1% |
| 10Y | +1,645.7% | +138.7% | +1,507.1% | +1,045.5% |
| All | +4,096.2% | +107.5% | +3,988.7% | +2,441.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling