+1,761.8%
ASML vs KR
+127.4%
+1,634.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.4% | +5.3% | +2.8% |
| 7D | +6.0% | -1.3% | +7.3% | +5.9% |
| 30D | +1.4% | +1.5% | -0.1% | +1.4% |
| 3M | +1.0% | -8.5% | +9.6% | +0.9% |
| 6M | +37.0% | -21.9% | +58.9% | +36.7% |
| YTD | +65.8% | -6.9% | +72.6% | +65.1% |
| 1Y | +123.1% | -14.0% | +137.1% | +122.6% |
| 3Y | +188.2% | +30.3% | +157.9% | +179.6% |
| 5Y | +115.6% | +37.7% | +77.9% | +107.8% |
| 10Y | +1,761.8% | +125.2% | +1,636.7% | +1,634.5% |
| All | +1,761.8% | +127.4% | +1,634.4% | +1,634.5% |
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