+46.6%
ASML vs APTV
-52.5%
+99.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +5.9% |
| 7D | -0.8% | -9.8% | +8.9% | +1.9% |
| 30D | -14.9% | -8.9% | -6.0% | -12.8% |
| 3M | -13.0% | -19.5% | +6.5% | -7.9% |
| 6M | -4.7% | -31.1% | +26.4% | +5.5% |
| YTD | +42.3% | -47.5% | +89.9% | +63.1% |
| All | +46.6% | -52.5% | +99.1% | +71.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling