+46.1%
ASML vs AHR
+26.3%
+19.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.6% | -6.2% | -3.1% |
| 7D | -10.0% | +9.5% | -19.5% | -8.6% |
| 30D | -19.4% | +11.7% | -31.1% | -17.9% |
| 3M | -12.5% | +4.0% | -16.5% | -11.6% |
| 6M | +8.2% | +13.5% | -5.3% | +10.3% |
| YTD | +40.7% | +21.6% | +19.1% | +42.8% |
| 1Y | +46.1% | +25.1% | +21.0% | +48.0% |
| All | +46.1% | +26.3% | +19.8% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 1y: compounded portfolio wealth divided by compounded AHR 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…
1y analysis · Full analysis span regression · 6 months rolling