+94.6%
AAPL vs ASML
+118.1%
-23.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.3% | +7.8% | +0.1% |
| 7D | -1.4% | -19.0% | +17.7% | +2.2% |
| 30D | +3.2% | -25.9% | +29.1% | +8.5% |
| 3M | +10.8% | -19.1% | +29.8% | +14.2% |
| 6M | +21.3% | -5.7% | +27.1% | +18.8% |
| YTD | +26.9% | +27.6% | -0.6% | +14.3% |
| 1Y | +27.9% | +30.8% | -2.9% | +14.1% |
| All | +94.6% | +118.1% | -23.5% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling