+1,761.8%
ASML vs KWEB
-20.6%
+1,782.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.6% | +4.0% |
| 7D | +6.0% | -1.3% | +7.3% | +6.5% |
| 30D | +1.4% | -11.5% | +12.9% | +6.6% |
| 3M | +1.0% | -2.9% | +3.9% | +1.8% |
| 6M | +37.0% | -14.6% | +51.6% | +46.0% |
| YTD | +65.8% | -25.5% | +91.3% | +87.3% |
| 1Y | +123.1% | -31.1% | +154.2% | +160.4% |
| 3Y | +188.2% | +3.0% | +185.2% | +173.3% |
| 5Y | +115.6% | -42.6% | +158.2% | +148.7% |
| 10Y | +1,761.8% | -21.1% | +1,783.0% | +1,586.1% |
| All | +1,761.8% | -20.6% | +1,782.4% | +1,586.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 10y: compounded portfolio wealth divided by compounded KWEB 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…
10y analysis · Full analysis span regression · 6 months rolling