+349.3%
ASML vs RPRX
+79.7%
+269.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | +10.4% | +2.1% | +8.3% | +9.8% |
| 30D | -12.7% | +21.9% | -34.6% | -17.4% |
| 3M | -17.2% | +16.9% | -34.1% | -20.9% |
| 6M | -1.3% | +34.5% | -35.8% | -10.1% |
| YTD | +40.8% | +80.9% | -40.2% | +17.3% |
| 1Y | +45.2% | +77.6% | -32.4% | +21.6% |
| 3Y | +131.8% | +173.5% | -41.7% | +66.7% |
| 5Y | +84.0% | +84.9% | -0.9% | +53.1% |
| All | +349.3% | +79.7% | +269.7% | +269.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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