+1,120.0%
RKLB vs ASML
+129.1%
+990.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +5.0% | +10.4% | +12.3% |
| 7D | -3.0% | -9.0% | +6.0% | +3.2% |
| 30D | -26.2% | -21.0% | -5.2% | -14.5% |
| 3M | -29.9% | -16.3% | -13.6% | -21.5% |
| 6M | -37.3% | -7.5% | -29.8% | -33.1% |
| YTD | -23.9% | +34.0% | -57.9% | -32.7% |
| 1Y | +7.0% | +39.3% | -32.3% | -7.1% |
| 3Y | +1,120.0% | +128.9% | +991.1% | +736.0% |
| All | +1,120.0% | +129.1% | +990.9% | +736.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling