+97,349.8%
ASML vs APH
+45,865.7%
+51,484.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.6% |
| 7D | +1.1% | +5.0% | -3.9% | -2.1% |
| 30D | +2.2% | -3.9% | +6.1% | +4.4% |
| 3M | -2.3% | +13.0% | -15.3% | -9.5% |
| 6M | +23.0% | +25.2% | -2.2% | +5.5% |
| YTD | +61.1% | +22.9% | +38.1% | +37.5% |
| 1Y | +129.1% | +47.8% | +81.3% | +73.0% |
| 3Y | +165.4% | +283.0% | -117.7% | +10.1% |
| 5Y | +109.5% | +349.7% | -240.2% | -18.7% |
| 10Y | +1,645.7% | +1,061.2% | +584.5% | +295.7% |
| All | +97,349.8% | +45,865.7% | +51,484.0% | +3,602.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling