+133.5%
ASML vs ACHR
-7.8%
+141.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.7% | 0.0% |
| 7D | -2.9% | +14.0% | -16.9% | -5.0% |
| 30D | -15.2% | -5.0% | -10.2% | -14.6% |
| 3M | -12.9% | -24.8% | +11.9% | -9.5% |
| 6M | -5.0% | -27.3% | +22.3% | -1.7% |
| YTD | +41.8% | -37.4% | +79.2% | +49.0% |
| 1Y | +46.0% | -44.3% | +90.3% | +55.3% |
| 3Y | +133.5% | -5.2% | +138.7% | +120.8% |
| All | +133.5% | -7.8% | +141.3% | +120.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling