+46.1%
ASML vs AMIX
-92.3%
+138.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.0% | -0.6% | -3.6% |
| 7D | -10.0% | -25.1% | +15.1% | -9.8% |
| 30D | -19.4% | -54.5% | +35.1% | -18.8% |
| 3M | -12.5% | -91.7% | +79.3% | -10.6% |
| 6M | +8.2% | -79.4% | +87.7% | +8.8% |
| YTD | +40.7% | -86.1% | +126.8% | +41.9% |
| 1Y | +46.1% | -91.6% | +137.7% | +48.0% |
| All | +46.1% | -92.3% | +138.5% | +48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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