+29.9%
AAPL vs ASML
+43.4%
-13.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.6% | +8.9% | +5.4% |
| 7D | +1.7% | -10.0% | +11.7% | +2.0% |
| 30D | +5.0% | -19.4% | +24.4% | +5.7% |
| 3M | +13.1% | -12.5% | +25.5% | +13.3% |
| 6M | +26.5% | +8.2% | +18.3% | +21.7% |
| YTD | +28.9% | +40.7% | -11.8% | +22.2% |
| 1Y | +29.9% | +46.1% | -16.2% | +23.0% |
| All | +29.9% | +43.4% | -13.5% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML 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 ASML 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