+504.1%
RKLB vs ASML
+274.4%
+229.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +6.2% | +4.7% | +6.9% |
| 7D | +13.0% | -0.8% | +13.9% | +14.5% |
| 30D | -13.7% | -14.9% | +1.2% | -3.4% |
| 3M | -28.9% | -13.0% | -16.0% | -21.9% |
| 6M | -44.2% | -4.7% | -39.5% | -42.1% |
| YTD | -15.6% | +42.3% | -57.9% | -31.1% |
| 1Y | +14.0% | +49.7% | -35.7% | -9.6% |
| 3Y | +1,275.2% | +144.3% | +1,130.9% | +631.5% |
| 5Y | +296.6% | +86.4% | +210.3% | +125.9% |
| All | +504.1% | +274.4% | +229.7% | +181.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASML.
Daily Out/Under-Performance
Portfolio return minus ASML return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASML 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 10y: compounded portfolio wealth divided by compounded ASML 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…
10y analysis · Full analysis span regression · 6 months rolling