+48.4%
ASML vs RKT
-16.1%
+64.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.9% | +4.5% | +0.6% |
| 7D | -2.9% | +4.6% | -7.5% | -3.8% |
| 30D | -15.2% | +25.9% | -41.1% | -19.8% |
| 3M | -12.9% | +5.0% | -17.9% | -14.0% |
| 6M | -5.0% | -7.9% | +2.9% | -3.6% |
| YTD | +41.8% | -25.4% | +67.2% | +48.2% |
| All | +48.4% | -16.1% | +64.5% | +53.0% |
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