+77,094.7%
ASML vs MKC
+1,691.5%
+75,403.2%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.8% | -8.5% | -9.1% |
| 7D | -19.0% | +7.0% | -26.0% | -20.8% |
| 30D | -25.9% | +11.4% | -37.4% | -28.8% |
| 3M | -19.1% | -3.7% | -15.3% | -18.7% |
| 6M | -5.7% | +5.3% | -11.0% | -8.9% |
| YTD | +27.6% | -24.4% | +52.0% | +35.9% |
| 1Y | +30.8% | -19.7% | +50.4% | +36.2% |
| 3Y | +116.2% | -16.3% | +132.5% | +115.2% |
| 5Y | +67.7% | -30.5% | +98.2% | +75.5% |
| 10Y | +1,355.3% | +31.3% | +1,324.0% | +1,039.3% |
| All | +77,094.7% | +1,691.5% | +75,403.2% | +29,931.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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