+33.4%
AAPL vs ASML
+125.0%
-91.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.1% | -1.4% |
| 7D | -2.7% | +6.0% | -8.7% | -3.2% |
| 30D | +1.0% | +1.4% | -0.4% | +0.8% |
| 3M | +5.0% | +1.0% | +3.9% | +4.1% |
| 6M | +23.0% | +37.0% | -13.9% | +15.4% |
| YTD | +16.6% | +65.8% | -49.1% | +6.6% |
| 1Y | +33.4% | +123.1% | -89.7% | +13.8% |
| All | +33.4% | +125.0% | -91.5% | +13.8% |
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