+1,504.8%
ASML vs APA
+0.9%
+1,504.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.2% |
| 7D | -0.8% | -8.7% | +7.9% | +0.6% |
| 30D | -14.9% | -2.4% | -12.5% | -14.7% |
| 3M | -13.0% | +19.0% | -32.0% | -15.7% |
| 6M | -4.7% | +26.8% | -31.5% | -9.1% |
| YTD | +42.3% | +87.3% | -45.0% | +24.8% |
| 1Y | +49.7% | +92.3% | -42.6% | +30.4% |
| 3Y | +144.3% | +37.3% | +107.0% | +118.7% |
| 5Y | +86.4% | +73.2% | +13.2% | +57.1% |
| 10Y | +1,504.8% | -0.9% | +1,505.7% | +1,136.6% |
| All | +1,504.8% | +0.9% | +1,504.0% | +1,136.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling