+75.5%
ASML vs ASX
+431.2%
-355.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.4% | -1.4% | +0.7% |
| 7D | -9.0% | -19.9% | +10.9% | +4.2% |
| 30D | -21.0% | -30.9% | +9.9% | -1.1% |
| 3M | -16.3% | -15.1% | -1.2% | -10.0% |
| 6M | -7.5% | -6.5% | -1.1% | -11.0% |
| YTD | +34.0% | +98.4% | -64.4% | -27.4% |
| 1Y | +39.3% | +107.9% | -68.6% | -27.2% |
| 3Y | +128.9% | +325.3% | -196.4% | -36.5% |
| All | +75.5% | +431.2% | -355.7% | -61.1% |
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