+1,580.6%
ASML vs APTV
-26.5%
+1,607.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +2.5% | -8.9% | +11.4% | +7.1% |
| 30D | -12.2% | -9.5% | -2.7% | -8.4% |
| 3M | -14.6% | -20.6% | +6.0% | -5.7% |
| 6M | -1.7% | -28.9% | +27.1% | +12.1% |
| YTD | +44.3% | -48.2% | +92.5% | +88.7% |
| 1Y | +51.0% | -51.7% | +102.7% | +103.8% |
| 3Y | +137.6% | -48.1% | +185.7% | +195.3% |
| 5Y | +92.7% | -76.7% | +169.4% | +242.6% |
| 10Y | +1,580.6% | -25.6% | +1,606.2% | +1,827.0% |
| All | +1,580.6% | -26.5% | +1,607.1% | +1,827.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling