+4,600.2%
ASML vs APTV
+194.6%
+4,405.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.1% | +1.1% | +2.8% |
| 7D | +1.1% | +4.8% | -3.7% | -1.1% |
| 30D | +2.2% | +2.0% | +0.2% | +1.0% |
| 3M | -2.3% | -34.2% | +31.9% | +17.0% |
| 6M | +23.0% | -34.7% | +57.6% | +45.8% |
| YTD | +61.1% | -37.0% | +98.0% | +92.7% |
| 1Y | +129.1% | -40.4% | +169.5% | +180.7% |
| 3Y | +165.4% | -54.1% | +219.5% | +250.8% |
| 5Y | +109.5% | -68.0% | +177.5% | +220.2% |
| 10Y | +1,645.7% | -15.5% | +1,661.2% | +1,489.0% |
| All | +4,600.2% | +194.6% | +4,405.6% | +2,204.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling