+230.2%
ASML vs ACHR
-57.3%
+287.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -10.9% | +8.5% | -0.6% |
| 7D | +10.4% | +11.9% | -1.5% | +8.1% |
| 30D | -12.7% | -2.5% | -10.3% | -12.5% |
| 3M | -17.2% | -31.2% | +14.0% | -12.4% |
| 6M | -1.3% | -32.2% | +30.9% | +3.6% |
| YTD | +40.8% | -42.4% | +83.2% | +50.8% |
| 1Y | +45.2% | -49.9% | +95.2% | +58.4% |
| 3Y | +131.8% | -12.9% | +144.7% | +107.6% |
| 5Y | +84.0% | -24.6% | +108.6% | +42.0% |
| All | +230.2% | -57.3% | +287.5% | +170.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 10y: compounded portfolio wealth divided by compounded ACHR 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…
10y analysis · Full analysis span regression · 6 months rolling