+372.0%
RKLB vs ASML
+235.7%
+136.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASML | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -9.3% | -2.8% | -6.3% |
| 7D | -22.2% | -19.0% | -3.1% | -10.7% |
| 30D | -38.7% | -25.9% | -12.8% | -25.4% |
| 3M | -38.5% | -19.1% | -19.5% | -29.5% |
| 6M | -41.6% | -5.7% | -35.9% | -38.6% |
| YTD | -34.1% | +27.6% | -61.7% | -42.5% |
| 1Y | -18.5% | +30.8% | -49.3% | -29.9% |
| 3Y | +897.6% | +116.2% | +781.4% | +471.2% |
| 5Y | +196.5% | +67.7% | +128.9% | +80.0% |
| All | +372.0% | +235.7% | +136.3% | +134.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling