+181.0%
ASML vs RGTI
+53.9%
+127.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | -1.7% |
| 7D | +2.8% | +2.5% | +0.3% | +2.6% |
| 30D | -0.2% | -13.7% | +13.4% | +1.0% |
| 3M | -2.6% | -22.6% | +20.0% | -0.8% |
| 6M | +27.9% | -13.4% | +41.3% | +27.9% |
| YTD | +62.4% | -31.2% | +93.6% | +64.7% |
| 1Y | +116.2% | -7.6% | +123.9% | +111.0% |
| 3Y | +182.4% | +669.7% | -487.3% | +95.8% |
| 5Y | +112.4% | +57.0% | +55.4% | +76.9% |
| All | +181.0% | +53.9% | +127.0% | +129.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling