+1,559.3%
ASML vs KR
+155.5%
+1,403.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.5% | -2.9% | -2.4% |
| 7D | +10.4% | +0.5% | +9.8% | +10.4% |
| 30D | -12.7% | +14.9% | -27.7% | -12.1% |
| 3M | -17.2% | +25.4% | -42.6% | -16.3% |
| 6M | -1.3% | +9.3% | -10.7% | -0.5% |
| YTD | +40.8% | +13.7% | +27.1% | +41.6% |
| 1Y | +45.2% | +9.2% | +36.0% | +46.2% |
| 3Y | +131.8% | +70.1% | +61.7% | +125.7% |
| 5Y | +84.0% | +82.5% | +1.6% | +77.6% |
| All | +1,559.3% | +155.5% | +1,403.8% | +1,418.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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