+51.0%
ASML vs APO
-4.6%
+55.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +2.5% | +0.2% | +2.4% | +2.5% |
| 30D | -12.2% | +3.1% | -15.3% | -12.7% |
| 3M | -14.6% | -12.0% | -2.6% | -11.6% |
| 6M | -1.7% | -5.0% | +3.2% | -0.6% |
| YTD | +44.3% | -14.0% | +58.3% | +50.1% |
| 1Y | +51.0% | -5.9% | +56.9% | +57.8% |
| All | +51.0% | -4.6% | +55.6% | +57.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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