+133.0%
AAPL vs ASML
+74.3%
+58.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.0% | -5.5% | -2.0% |
| 7D | -0.7% | -9.0% | +8.4% | +1.8% |
| 30D | +1.7% | -21.0% | +22.7% | +8.4% |
| 3M | +9.7% | -16.3% | +26.0% | +14.2% |
| 6M | +19.3% | -7.5% | +26.8% | +17.7% |
| YTD | +26.3% | +34.0% | -7.7% | +7.6% |
| 1Y | +27.4% | +39.3% | -11.9% | +6.6% |
| 3Y | +93.6% | +128.9% | -35.2% | +21.3% |
| All | +133.0% | +74.3% | +58.7% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling