+1,321.0%
RKLB vs ASML
+134.0%
+1,187.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.8% | -3.9% |
| 7D | +15.9% | +4.9% | +11.0% | +12.8% |
| 30D | +4.0% | -9.3% | +13.2% | +11.2% |
| 3M | -23.2% | -19.0% | -4.2% | -12.4% |
| 6M | -50.4% | -5.2% | -45.2% | -48.2% |
| YTD | -11.8% | +40.6% | -52.4% | -24.1% |
| 1Y | +36.0% | +47.5% | -11.5% | +14.4% |
| 3Y | +1,321.0% | +133.9% | +1,187.1% | +899.1% |
| All | +1,321.0% | +134.0% | +1,187.0% | +899.1% |
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