+108.6%
ASML vs ACHR
-42.9%
+151.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.0% | +4.3% |
| 7D | +1.1% | -0.7% | +1.8% | +1.2% |
| 30D | +2.2% | +9.8% | -7.6% | +0.2% |
| 3M | -2.3% | -10.5% | +8.2% | -1.7% |
| 6M | +23.0% | -15.5% | +38.5% | +24.6% |
| YTD | +61.1% | -24.1% | +85.1% | +65.3% |
| 1Y | +129.1% | -32.4% | +161.5% | +136.7% |
| 3Y | +165.4% | -11.6% | +177.0% | +137.5% |
| All | +108.6% | -42.9% | +151.5% | +64.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling