+67.7%
ASML vs APO
+64.4%
+3.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -4.5% | -4.9% | -7.1% |
| 7D | -19.0% | -1.1% | -18.0% | -18.9% |
| 30D | -25.9% | +1.1% | -27.1% | -26.8% |
| 3M | -19.1% | -9.2% | -9.8% | -15.8% |
| 6M | -5.7% | -9.2% | +3.5% | -2.5% |
| YTD | +27.6% | -18.0% | +45.6% | +37.7% |
| 1Y | +30.8% | -10.9% | +41.6% | +34.0% |
| 3Y | +116.2% | +44.4% | +71.8% | +49.7% |
| 5Y | +67.7% | +67.9% | -0.2% | -1.4% |
| All | +67.7% | +64.4% | +3.3% | -1.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling