+123.1%
ASML vs KWEB
-30.9%
+154.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.6% | +4.5% |
| 7D | +6.0% | -1.3% | +7.3% | +6.8% |
| 30D | +1.4% | -11.5% | +12.9% | +9.0% |
| 3M | +1.0% | -2.9% | +3.9% | +1.6% |
| 6M | +37.0% | -14.6% | +51.6% | +52.1% |
| YTD | +65.8% | -25.5% | +91.3% | +102.8% |
| 1Y | +123.1% | -31.1% | +154.2% | +201.8% |
| All | +123.1% | -30.9% | +154.0% | +201.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling