+1,323.9%
ASML vs RCAT
-99.8%
+1,423.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -14.9% | +5.5% | -9.2% |
| 7D | -19.0% | -32.6% | +13.5% | -18.7% |
| 30D | -25.9% | -46.3% | +20.4% | -25.5% |
| 3M | -19.1% | -60.7% | +41.6% | -18.4% |
| 6M | -5.7% | -67.4% | +61.6% | -4.9% |
| YTD | +27.6% | -57.1% | +84.6% | +28.3% |
| 1Y | +30.8% | -63.8% | +94.6% | +31.6% |
| 3Y | +116.2% | +268.1% | -151.9% | +113.1% |
| 5Y | +67.7% | +25.2% | +42.5% | +65.7% |
| All | +1,323.9% | -99.8% | +1,423.7% | +1,301.2% |
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