+1,395.4%
ASML vs RCAT
-99.8%
+1,495.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +18.6% | -13.6% | +4.8% |
| 7D | -9.0% | -12.7% | +3.7% | -8.9% |
| 30D | -21.0% | -34.3% | +13.3% | -20.7% |
| 3M | -16.3% | -53.4% | +37.1% | -15.8% |
| 6M | -7.5% | -62.0% | +54.4% | -6.8% |
| YTD | +34.0% | -49.1% | +83.0% | +34.5% |
| 1Y | +39.3% | -53.1% | +92.4% | +39.8% |
| 3Y | +128.9% | +318.7% | -189.8% | +125.2% |
| 5Y | +76.1% | +48.5% | +27.6% | +73.7% |
| All | +1,395.4% | -99.8% | +1,495.2% | +1,369.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling