+143.3%
AAPL vs ASML
+83.1%
+60.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | +4.1% | +4.9% | -0.8% | +2.7% |
| 30D | +4.0% | -9.3% | +13.2% | +6.4% |
| 3M | +16.8% | -19.0% | +35.8% | +23.0% |
| 6M | +19.4% | -5.2% | +24.6% | +17.2% |
| YTD | +31.5% | +40.6% | -9.1% | +10.5% |
| 1Y | +31.0% | +47.5% | -16.5% | +7.8% |
| 3Y | +95.3% | +133.9% | -38.6% | +22.2% |
| All | +143.3% | +83.1% | +60.3% | +59.8% |
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