+30.5%
AAPL vs ASML
+46.9%
-16.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +6.2% | -3.8% | +2.2% |
| 7D | +3.7% | -0.8% | +4.5% | +3.6% |
| 30D | +4.2% | -14.9% | +19.1% | +4.6% |
| 3M | +12.0% | -13.0% | +25.0% | +12.3% |
| 6M | +19.8% | -4.7% | +24.5% | +17.6% |
| YTD | +29.3% | +42.3% | -13.0% | +22.7% |
| All | +30.5% | +46.9% | -16.3% | +23.4% |
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