+1,504.8%
ASML vs RCAT
-99.6%
+1,604.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +11.4% | -5.2% | +6.1% |
| 7D | -0.8% | +1.1% | -2.0% | -0.9% |
| 30D | -14.9% | -22.0% | +7.1% | -14.7% |
| 3M | -13.0% | -51.1% | +38.2% | -12.4% |
| 6M | -4.7% | -56.6% | +51.9% | -4.1% |
| YTD | +42.3% | -43.3% | +85.6% | +42.7% |
| 1Y | +49.7% | -51.5% | +101.2% | +50.2% |
| 3Y | +144.3% | +411.4% | -267.1% | +140.0% |
| 5Y | +86.4% | +74.4% | +11.9% | +83.6% |
| 10Y | +1,504.8% | -99.6% | +1,604.4% | +1,489.6% |
| All | +1,504.8% | -99.6% | +1,604.4% | +1,489.6% |
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