+108.6%
ASML vs ASX
+429.3%
-320.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.0% |
| 7D | +1.1% | -0.7% | +1.8% | +1.5% |
| 30D | +2.2% | +2.0% | +0.2% | +0.4% |
| 3M | -2.3% | -1.3% | -1.0% | -4.1% |
| 6M | +23.0% | +71.4% | -48.5% | -20.8% |
| YTD | +61.1% | +135.3% | -74.3% | -18.8% |
| 1Y | +129.1% | +267.5% | -138.4% | -19.1% |
| 3Y | +165.4% | +388.5% | -223.1% | -28.5% |
| All | +108.6% | +429.3% | -320.7% | -51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling