+39.3%
ASML vs RKT
-8.9%
+48.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.6% | +3.4% | +4.7% |
| 7D | -9.0% | +17.7% | -26.7% | -12.1% |
| 30D | -21.0% | +31.6% | -52.6% | -25.8% |
| 3M | -16.3% | +13.9% | -30.2% | -19.0% |
| 6M | -7.5% | +2.8% | -10.3% | -9.1% |
| YTD | +34.0% | -22.2% | +56.2% | +38.5% |
| 1Y | +39.3% | -3.5% | +42.8% | +40.4% |
| All | +39.3% | -8.9% | +48.2% | +40.4% |
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