+120.6%
ASML vs KVUE
+4.2%
+116.5%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.9% | +4.8% | +2.5% |
| 7D | +6.0% | -1.9% | +7.9% | +5.6% |
| 30D | +1.4% | -3.3% | +4.7% | +0.8% |
| 3M | +1.0% | +6.0% | -4.9% | +1.7% |
| 6M | +37.0% | +2.3% | +34.7% | +36.7% |
| YTD | +65.8% | +10.3% | +55.4% | +68.3% |
| All | +120.6% | +4.2% | +116.5% | +111.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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