+164.9%
ASML vs APTV
-53.8%
+218.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.1% | +3.1% |
| 7D | +1.1% | +4.8% | -3.7% | -0.6% |
| 30D | +2.2% | +2.0% | +0.2% | +1.3% |
| 3M | -2.3% | -34.2% | +31.9% | +13.2% |
| 6M | +23.0% | -34.7% | +57.6% | +41.2% |
| YTD | +61.1% | -37.0% | +98.0% | +86.1% |
| 1Y | +129.1% | -40.4% | +169.5% | +170.3% |
| All | +164.9% | -53.8% | +218.7% | +214.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling