+1,668.8%
ASML vs KWEB
+22.5%
+1,646.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.5% | +4.5% | +4.8% |
| 7D | -9.0% | +9.4% | -18.4% | -12.5% |
| 30D | -21.0% | +2.3% | -23.2% | -21.9% |
| 3M | -16.3% | -12.3% | -4.0% | -12.1% |
| 6M | -7.5% | -16.4% | +8.9% | -1.4% |
| YTD | +34.0% | -26.9% | +60.9% | +51.5% |
| 1Y | +39.3% | -33.2% | +72.5% | +63.3% |
| 3Y | +128.9% | +1.2% | +127.6% | +118.9% |
| 5Y | +76.1% | -36.4% | +112.5% | +89.0% |
| 10Y | +1,428.4% | -17.4% | +1,445.8% | +1,319.8% |
| All | +1,668.8% | +22.5% | +1,646.3% | +1,351.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling