+177.5%
ASML vs KVUE
-16.1%
+193.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.3% | +4.1% |
| 7D | +1.1% | -2.2% | +3.3% | +0.9% |
| 30D | +2.2% | -3.7% | +5.9% | +1.9% |
| 3M | -2.3% | +12.3% | -14.6% | -1.8% |
| 6M | +23.0% | +5.4% | +17.5% | +23.2% |
| YTD | +61.1% | +12.4% | +48.6% | +62.1% |
| 1Y | +129.1% | -4.4% | +133.5% | +130.1% |
| 3Y | +165.4% | -7.5% | +172.9% | +167.6% |
| All | +177.5% | -16.1% | +193.6% | +180.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling