+47.5%
ASML vs KR
+10.4%
+37.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | +0.8% |
| 7D | +4.9% | +4.6% | +0.4% | +8.0% |
| 30D | -9.3% | +12.2% | -21.5% | -2.0% |
| 3M | -19.0% | +24.6% | -43.5% | -6.2% |
| 6M | -5.2% | +8.2% | -13.4% | +3.7% |
| YTD | +40.6% | +15.3% | +25.3% | +54.0% |
| 1Y | +47.5% | +9.8% | +37.7% | +63.4% |
| All | +47.5% | +10.4% | +37.1% | +63.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling