+57.9%
ASML vs AHR
+395.3%
-337.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.3% | +1.7% | +4.8% |
| 7D | -9.0% | +8.2% | -17.2% | -9.4% |
| 30D | -21.0% | +17.3% | -38.3% | -21.8% |
| 3M | -16.3% | +6.4% | -22.7% | -16.6% |
| 6M | -7.5% | +16.9% | -24.4% | -9.0% |
| YTD | +34.0% | +24.9% | +9.1% | +30.2% |
| 1Y | +39.3% | +23.3% | +16.0% | +35.5% |
| All | +57.9% | +395.3% | -337.4% | +24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling