+82.9%
ASML vs APO
+78.0%
+4.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -1.8% |
| 7D | +10.4% | +3.5% | +6.9% | +8.5% |
| 30D | -12.7% | +4.4% | -17.1% | -15.0% |
| 3M | -17.2% | -12.1% | -5.1% | -12.2% |
| 6M | -1.3% | -7.2% | +5.9% | +1.1% |
| YTD | +40.8% | -15.1% | +55.9% | +49.4% |
| 1Y | +45.2% | -7.7% | +52.9% | +46.3% |
| 3Y | +131.8% | +49.6% | +82.2% | +57.9% |
| All | +82.9% | +78.0% | +4.9% | +5.0% |
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