+330.6%
RKLB vs ASML
+83.1%
+247.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.8% | -3.9% |
| 7D | +15.9% | +4.9% | +11.0% | +12.5% |
| 30D | +4.0% | -9.3% | +13.2% | +12.3% |
| 3M | -23.2% | -19.0% | -4.2% | -10.8% |
| 6M | -50.4% | -5.2% | -45.2% | -48.3% |
| YTD | -11.8% | +40.6% | -52.4% | -28.8% |
| 1Y | +36.0% | +47.5% | -11.5% | +6.5% |
| 3Y | +1,321.0% | +133.9% | +1,187.1% | +616.5% |
| All | +330.6% | +83.1% | +247.5% | +147.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling