+51.0%
ASML vs KRE
+21.7%
+29.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | +2.5% | -1.6% | +4.1% | +3.3% |
| 30D | -12.2% | +4.9% | -17.1% | -13.8% |
| 3M | -14.6% | -4.5% | -10.1% | -12.6% |
| 6M | -1.7% | +7.7% | -9.4% | -6.1% |
| YTD | +44.3% | +14.5% | +29.8% | +33.0% |
| 1Y | +51.0% | +21.5% | +29.5% | +38.5% |
| All | +51.0% | +21.7% | +29.3% | +38.5% |
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