-55.4%
APP vs ASML
+43.4%
-98.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -3.6% | +14.3% | +11.2% |
| 7D | +4.5% | -10.0% | +14.5% | +6.2% |
| 30D | -3.6% | -19.4% | +15.8% | -0.9% |
| 3M | -35.3% | -12.5% | -22.8% | -34.2% |
| 6M | -42.8% | +8.2% | -51.0% | -47.2% |
| YTD | -59.7% | +40.7% | -100.4% | -66.1% |
| 1Y | -55.4% | +46.1% | -101.5% | -64.2% |
| All | -55.4% | +43.4% | -98.7% | -64.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling