+6,016.1%
ASML vs ASX
+3,515.0%
+2,501.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +4.0% | +4.1% |
| 7D | +1.1% | -0.7% | +1.8% | +1.4% |
| 30D | +2.2% | +2.0% | +0.2% | +1.1% |
| 3M | -2.3% | -1.3% | -1.0% | -2.7% |
| 6M | +23.0% | +71.4% | -48.5% | -5.3% |
| YTD | +61.1% | +135.3% | -74.3% | +7.3% |
| 1Y | +129.1% | +267.5% | -138.4% | +23.9% |
| 3Y | +165.4% | +388.5% | -223.1% | +26.6% |
| 5Y | +109.5% | +417.1% | -307.6% | -2.1% |
| 10Y | +1,645.7% | +872.7% | +773.0% | +495.0% |
| All | +6,016.1% | +3,515.0% | +2,501.1% | +589.4% |
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 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