+108.6%
ASML vs RKT
-6.6%
+115.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.1% | +5.3% | +4.4% |
| 7D | +1.1% | +2.1% | -1.0% | +0.5% |
| 30D | +2.2% | +1.4% | +0.7% | +1.5% |
| 3M | -2.3% | +6.3% | -8.6% | -4.7% |
| 6M | +23.0% | -15.5% | +38.4% | +26.0% |
| YTD | +61.1% | -27.4% | +88.4% | +69.7% |
| 1Y | +129.1% | -26.6% | +155.7% | +138.9% |
| 3Y | +165.4% | +41.2% | +124.1% | +105.4% |
| All | +108.6% | -6.6% | +115.2% | +72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling