+261.6%
APP vs ASML
+66.6%
+195.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +31.0% | -9.3% | +40.4% | +36.5% |
| 7D | +39.7% | -19.0% | +58.7% | +56.0% |
| 30D | +27.7% | -25.9% | +53.7% | +50.3% |
| 3M | -14.8% | -19.1% | +4.3% | -6.7% |
| 6M | -25.5% | -5.7% | -19.8% | -31.2% |
| YTD | -47.2% | +27.6% | -74.7% | -62.2% |
| 1Y | -42.3% | +30.8% | -73.1% | -59.5% |
| 3Y | +806.8% | +116.2% | +690.6% | +279.5% |
| 5Y | +261.6% | +67.7% | +194.0% | +83.0% |
| All | +261.6% | +66.6% | +195.0% | +83.0% |
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