+39.3%
ASML vs RY
+40.6%
-1.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.3% | +6.3% | +6.3% |
| 7D | -9.0% | -0.9% | -8.1% | -8.1% |
| 30D | -21.0% | +5.9% | -26.8% | -25.2% |
| 3M | -16.3% | -4.3% | -12.0% | -12.2% |
| 6M | -7.5% | +12.1% | -19.6% | -20.7% |
| YTD | +34.0% | +20.3% | +13.7% | +3.3% |
| 1Y | +39.3% | +41.0% | -1.7% | +5.5% |
| All | +39.3% | +40.6% | -1.3% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 1y: compounded portfolio wealth divided by compounded RY 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…
1y analysis · Full analysis span regression · 6 months rolling