+117.9%
ASML vs APO
+44.5%
+73.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.5% | -4.9% | -7.6% |
| 7D | -19.0% | -1.1% | -18.0% | -18.8% |
| 30D | -25.9% | +1.1% | -27.1% | -26.5% |
| 3M | -19.1% | -9.2% | -9.8% | -16.4% |
| 6M | -5.7% | -9.2% | +3.5% | -2.9% |
| YTD | +27.6% | -18.0% | +45.6% | +36.4% |
| 1Y | +30.8% | -10.9% | +41.6% | +34.0% |
| All | +117.9% | +44.5% | +73.4% | +50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling