+123,218.3%
AAPL vs ASML
+109,531.0%
+13,687.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.2% | -6.7% | -3.9% |
| 7D | +0.1% | +1.1% | -1.0% | -0.4% |
| 30D | +3.0% | +2.2% | +0.8% | +1.9% |
| 3M | +2.9% | -2.3% | +5.2% | +1.7% |
| 6M | +22.1% | +23.0% | -0.9% | +10.8% |
| YTD | +18.0% | +61.1% | -43.0% | -2.8% |
| 1Y | +33.9% | +129.1% | -95.2% | -2.6% |
| 3Y | +71.2% | +165.4% | -94.2% | +12.9% |
| 5Y | +112.6% | +109.5% | +3.1% | +47.5% |
| 10Y | +1,198.8% | +1,645.7% | -446.9% | +341.9% |
| All | +123,218.3% | +109,531.0% | +13,687.3% | +12,004.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling