+1,395.4%
ASML vs ASX
+754.3%
+641.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.4% | -1.4% | +1.2% |
| 7D | -9.0% | -19.9% | +10.9% | +2.7% |
| 30D | -21.0% | -30.9% | +9.9% | -3.6% |
| 3M | -16.3% | -15.1% | -1.2% | -10.3% |
| 6M | -7.5% | -6.5% | -1.1% | -9.1% |
| YTD | +34.0% | +98.4% | -64.4% | -17.3% |
| 1Y | +39.3% | +107.9% | -68.6% | -16.5% |
| 3Y | +128.9% | +325.3% | -196.4% | -13.5% |
| 5Y | +76.1% | +447.3% | -371.2% | -42.7% |
| All | +1,395.4% | +754.3% | +641.1% | +266.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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