+4,744.9%
ASML vs ASX
+2,764.3%
+1,980.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -20.8% | +11.4% | +0.1% |
| 7D | -19.0% | -33.3% | +14.2% | -3.4% |
| 30D | -25.9% | -36.5% | +10.5% | -10.1% |
| 3M | -19.1% | -19.2% | +0.1% | -12.2% |
| 6M | -5.7% | -10.2% | +4.5% | -4.0% |
| YTD | +27.6% | +86.5% | -58.9% | -6.9% |
| 1Y | +30.8% | +89.6% | -58.9% | -5.2% |
| 3Y | +116.2% | +298.6% | -182.4% | +11.6% |
| 5Y | +67.7% | +414.3% | -346.6% | -21.5% |
| 10Y | +1,355.3% | +711.1% | +644.2% | +433.4% |
| All | +4,744.9% | +2,764.3% | +1,980.6% | +498.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling