+97,349.8%
ASML vs KR
+2,443.5%
+94,906.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +1.1% | +1.5% | -0.4% | +0.8% |
| 30D | +2.2% | +4.1% | -1.9% | +1.3% |
| 3M | -2.3% | -5.2% | +2.9% | -1.9% |
| 6M | +23.0% | -12.8% | +35.8% | +24.9% |
| YTD | +61.1% | -4.6% | +65.7% | +59.7% |
| 1Y | +129.1% | -11.7% | +140.8% | +130.5% |
| 3Y | +165.4% | +36.3% | +129.1% | +133.1% |
| 5Y | +109.5% | +40.0% | +69.5% | +77.6% |
| 10Y | +1,645.7% | +122.2% | +1,523.5% | +1,098.9% |
| All | +97,349.8% | +2,443.5% | +94,906.3% | +32,695.8% |
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