+115.6%
ASML vs RGTI
+64.2%
+51.4%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.0% | -1.1% | +2.6% |
| 7D | +6.0% | +5.5% | +0.5% | +5.5% |
| 30D | +1.4% | -11.9% | +13.2% | +2.4% |
| 3M | +1.0% | -27.4% | +28.4% | +3.4% |
| 6M | +37.0% | -7.1% | +44.0% | +36.2% |
| YTD | +65.8% | -28.6% | +94.4% | +67.5% |
| 1Y | +123.1% | +4.4% | +118.7% | +115.5% |
| 3Y | +188.2% | +698.5% | -510.3% | +99.0% |
| 5Y | +115.6% | +64.2% | +51.4% | +63.7% |
| All | +115.6% | +64.2% | +51.4% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RGTI 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling