-33.5%
APP vs ASML
+47.0%
-80.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.2% | -3.5% |
| 7D | +61.1% | -2.9% | +64.0% | +61.3% |
| 30D | +42.8% | -15.2% | +58.0% | +45.5% |
| 3M | +16.7% | -12.9% | +29.6% | +18.4% |
| 6M | -15.6% | -5.0% | -10.5% | -17.3% |
| YTD | -41.3% | +41.8% | -83.1% | -49.4% |
| All | -33.5% | +47.0% | -80.6% | -43.7% |
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 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