+128.9%
ASML vs APTV
-49.5%
+178.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -3.5% | +8.5% | +6.2% |
| 7D | -9.0% | -10.2% | +1.2% | -5.6% |
| 30D | -21.0% | -10.8% | -10.2% | -17.8% |
| 3M | -16.3% | -14.8% | -1.5% | -11.9% |
| 6M | -7.5% | -30.6% | +23.0% | +3.8% |
| YTD | +34.0% | -48.2% | +82.2% | +66.4% |
| 1Y | +39.3% | -52.0% | +91.2% | +78.3% |
| 3Y | +128.9% | -47.0% | +175.9% | +162.1% |
| All | +128.9% | -49.5% | +178.3% | +162.1% |
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 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