+144.3%
ASML vs RGTI
+1,172.5%
-1,028.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.5% | -4.3% | +5.2% |
| 7D | -0.8% | +21.6% | -22.5% | -2.7% |
| 30D | -14.9% | -7.5% | -7.4% | -14.4% |
| 3M | -13.0% | -27.6% | +14.7% | -10.7% |
| 6M | -4.7% | -31.5% | +26.8% | -2.7% |
| YTD | +42.3% | -41.4% | +83.7% | +45.9% |
| 1Y | +49.7% | -61.6% | +111.3% | +57.4% |
| 3Y | +144.3% | +1,136.2% | -991.9% | +67.7% |
| All | +144.3% | +1,172.5% | -1,028.3% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling