+128.9%
ASML vs KR
+59.5%
+69.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.5% | +7.5% | +3.9% |
| 7D | -9.0% | +1.4% | -10.4% | -8.3% |
| 30D | -21.0% | +14.3% | -35.2% | -16.0% |
| 3M | -16.3% | +18.9% | -35.2% | -9.2% |
| 6M | -7.5% | +3.8% | -11.3% | -3.4% |
| YTD | +34.0% | +10.2% | +23.8% | +42.8% |
| 1Y | +39.3% | +9.2% | +30.1% | +48.5% |
| 3Y | +128.9% | +60.3% | +68.6% | +155.2% |
| All | +128.9% | +59.5% | +69.3% | +155.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling