+109.5%
ASML vs RGTI
+57.8%
+51.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.2% |
| 7D | +1.1% | -2.5% | +3.6% | +1.3% |
| 30D | +2.2% | -9.4% | +11.6% | +2.9% |
| 3M | -2.3% | -37.1% | +34.8% | +1.2% |
| 6M | +23.0% | -14.4% | +37.4% | +23.1% |
| YTD | +61.1% | -31.4% | +92.4% | +63.3% |
| 1Y | +129.1% | +0.5% | +128.6% | +122.1% |
| 3Y | +165.4% | +726.1% | -560.7% | +82.7% |
| All | +109.5% | +57.8% | +51.7% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling