+30.8%
ASML vs APA
+103.8%
-73.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -2.3% | -7.1% | -9.9% |
| 7D | -19.0% | -15.6% | -3.5% | -22.4% |
| 30D | -25.9% | -0.9% | -25.0% | -25.6% |
| 3M | -19.1% | +26.1% | -45.1% | -12.4% |
| 6M | -5.7% | +6.1% | -11.8% | -2.7% |
| YTD | +27.6% | +82.8% | -55.3% | +43.6% |
| 1Y | +30.8% | +106.5% | -75.7% | +46.6% |
| All | +30.8% | +103.8% | -73.0% | +46.6% |
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 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