+146.1%
ASML vs RGTI
+31.1%
+115.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +46.0% |
| 1Y | +49.7% | -61.6% | +111.3% | +57.9% |
| 3Y | +144.3% | +1,136.2% | -991.9% | +63.3% |
| 5Y | +86.4% | +19.7% | +66.6% | +60.3% |
| All | +146.1% | +31.1% | +115.0% | +103.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling