+141.2%
AAPL vs ASML
+90.3%
+50.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | +5.0% | -2.9% | +7.9% | +5.6% |
| 30D | +3.5% | -15.2% | +18.7% | +8.1% |
| 3M | +13.1% | -12.9% | +26.0% | +16.4% |
| 6M | +19.0% | -5.0% | +24.1% | +16.7% |
| YTD | +28.5% | +41.8% | -13.3% | +7.8% |
| 1Y | +29.7% | +46.0% | -16.3% | +7.2% |
| 3Y | +89.2% | +133.5% | -44.2% | +18.7% |
| 5Y | +141.2% | +93.0% | +48.2% | +54.3% |
| All | +141.2% | +90.3% | +50.9% | +54.3% |
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