+117.9%
ASML vs ASX
+298.6%
-180.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -20.8% | +11.4% | +3.0% |
| 7D | -19.0% | -33.3% | +14.2% | +1.8% |
| 30D | -25.9% | -36.5% | +10.5% | -4.7% |
| 3M | -19.1% | -19.2% | +0.1% | -10.8% |
| 6M | -5.7% | -10.2% | +4.5% | -6.0% |
| YTD | +27.6% | +86.5% | -58.9% | -22.7% |
| 1Y | +30.8% | +89.6% | -58.9% | -21.8% |
| All | +117.9% | +298.6% | -180.7% | -28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling