+46.1%
ASML vs RKT
-9.4%
+55.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +8.7% | -12.3% | -5.3% |
| 7D | -10.0% | +29.7% | -39.7% | -15.1% |
| 30D | -19.4% | +28.5% | -48.0% | -24.0% |
| 3M | -12.5% | +6.4% | -18.9% | -13.7% |
| 6M | +8.2% | +7.1% | +1.1% | +5.0% |
| YTD | +40.7% | -22.5% | +63.2% | +45.6% |
| 1Y | +46.1% | -10.4% | +56.6% | +49.4% |
| All | +46.1% | -9.4% | +55.6% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 1y: compounded portfolio wealth divided by compounded RKT 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…
1y analysis · Full analysis span regression · 6 months rolling