+1,276.0%
AAPL vs ASML
+1,525.9%
-249.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +0.1% |
| 7D | +3.7% | -0.8% | +4.5% | +3.6% |
| 30D | +4.2% | -14.9% | +19.1% | +9.9% |
| 3M | +12.0% | -13.0% | +25.0% | +16.2% |
| 6M | +19.8% | -4.7% | +24.5% | +16.9% |
| YTD | +29.3% | +42.3% | -13.0% | +4.7% |
| 1Y | +31.1% | +49.7% | -18.6% | +3.3% |
| 3Y | +94.9% | +144.3% | -49.4% | +12.7% |
| 5Y | +138.1% | +86.4% | +51.7% | +49.4% |
| 10Y | +1,276.0% | +1,504.8% | -228.9% | +207.6% |
| All | +1,276.0% | +1,525.9% | -249.9% | +207.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling