+238.4%
ASML vs ACHR
-52.1%
+290.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.2% | -1.4% | +1.2% |
| 7D | +2.5% | +18.0% | -15.4% | -0.3% |
| 30D | -12.2% | +3.6% | -15.8% | -12.8% |
| 3M | -14.6% | -28.4% | +13.8% | -10.3% |
| 6M | -1.7% | -25.7% | +23.9% | +1.6% |
| YTD | +44.3% | -35.4% | +79.7% | +51.6% |
| 1Y | +51.0% | -45.6% | +96.6% | +62.5% |
| 3Y | +137.6% | -2.2% | +139.8% | +108.8% |
| 5Y | +92.7% | -20.3% | +113.1% | +47.2% |
| All | +238.4% | -52.1% | +290.5% | +171.7% |
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