+80,969.6%
ASML vs KR
+2,839.0%
+78,130.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.5% | +7.5% | +5.5% |
| 7D | -9.0% | +1.4% | -10.4% | -9.4% |
| 30D | -21.0% | +14.3% | -35.2% | -23.5% |
| 3M | -16.3% | +18.9% | -35.2% | -19.8% |
| 6M | -7.5% | +3.8% | -11.3% | -9.5% |
| YTD | +34.0% | +10.2% | +23.8% | +28.1% |
| 1Y | +39.3% | +9.2% | +30.1% | +33.2% |
| 3Y | +128.9% | +60.3% | +68.6% | +93.2% |
| 5Y | +76.1% | +78.3% | -2.2% | +40.5% |
| 10Y | +1,428.4% | +169.9% | +1,258.5% | +897.6% |
| All | +80,969.6% | +2,839.0% | +78,130.7% | +26,205.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling