+128.9%
ASML vs AON
+5.6%
+123.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -2.8% | +7.8% | +4.3% |
| 7D | -9.0% | +4.4% | -13.4% | -7.9% |
| 30D | -21.0% | +24.1% | -45.1% | -16.5% |
| 3M | -16.3% | -7.0% | -9.3% | -16.9% |
| 6M | -7.5% | +9.1% | -16.7% | -5.5% |
| YTD | +34.0% | -4.4% | +38.4% | +36.4% |
| 1Y | +39.3% | -0.8% | +40.1% | +41.6% |
| 3Y | +128.9% | +5.1% | +123.7% | +127.6% |
| All | +128.9% | +5.6% | +123.2% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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