+46.0%
ASML vs KRE
+22.1%
+24.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -2.9% | +0.3% | -3.1% | -2.8% |
| 30D | -15.2% | +5.9% | -21.1% | -17.1% |
| 3M | -12.9% | -3.3% | -9.6% | -11.3% |
| 6M | -5.0% | +5.8% | -10.9% | -8.3% |
| YTD | +41.8% | +14.7% | +27.1% | +30.5% |
| 1Y | +46.0% | +22.0% | +24.0% | +33.7% |
| All | +46.0% | +22.1% | +24.0% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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