+89.8%
ASML vs AHR
+365.8%
-276.0%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.9% | +6.0% | +4.3% |
| 7D | +1.1% | -1.5% | +2.6% | +1.2% |
| 30D | +2.2% | -1.4% | +3.6% | +2.2% |
| 3M | -2.3% | +18.6% | -20.9% | -5.0% |
| 6M | +23.0% | +6.6% | +16.4% | +21.9% |
| YTD | +61.1% | +17.5% | +43.6% | +57.0% |
| 1Y | +129.1% | +30.9% | +98.2% | +118.8% |
| All | +89.8% | +365.8% | -276.0% | +50.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling