+1,395.4%
ASML vs APTV
-28.3%
+1,423.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.5% | +8.5% | +6.6% |
| 7D | -9.0% | -10.2% | +1.2% | -4.7% |
| 30D | -21.0% | -10.8% | -10.2% | -17.0% |
| 3M | -16.3% | -14.8% | -1.5% | -10.7% |
| 6M | -7.5% | -30.6% | +23.0% | +6.6% |
| YTD | +34.0% | -48.2% | +82.2% | +75.0% |
| 1Y | +39.3% | -52.0% | +91.2% | +88.2% |
| 3Y | +128.9% | -47.0% | +175.9% | +181.3% |
| 5Y | +76.1% | -77.5% | +153.6% | +217.2% |
| All | +1,395.4% | -28.3% | +1,423.7% | +1,592.7% |
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