+1,504.8%
ASML vs APTV
-26.1%
+1,531.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +5.7% |
| 7D | -0.8% | -9.8% | +8.9% | +3.7% |
| 30D | -14.9% | -8.9% | -6.0% | -11.4% |
| 3M | -13.0% | -19.5% | +6.5% | -4.5% |
| 6M | -4.7% | -31.1% | +26.4% | +10.4% |
| YTD | +42.3% | -47.5% | +89.9% | +85.0% |
| 1Y | +49.7% | -52.3% | +102.0% | +103.3% |
| 3Y | +144.3% | -45.2% | +189.5% | +195.6% |
| 5Y | +86.4% | -76.9% | +163.2% | +232.2% |
| 10Y | +1,504.8% | -25.1% | +1,529.9% | +1,727.1% |
| All | +1,504.8% | -26.1% | +1,531.0% | +1,727.1% |
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