+46.1%
ASML vs APA
+107.6%
-61.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.9% | +3.3% | -5.3% |
| 7D | -10.0% | -13.0% | +2.9% | -13.1% |
| 30D | -19.4% | +2.0% | -21.4% | -18.5% |
| 3M | -12.5% | +24.9% | -37.4% | -5.7% |
| 6M | +8.2% | +7.2% | +1.1% | +12.0% |
| YTD | +40.7% | +87.1% | -46.4% | +59.6% |
| 1Y | +46.1% | +107.2% | -61.0% | +66.7% |
| All | +46.1% | +107.6% | -61.5% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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