+348.8%
ASML vs RPRX
+81.2%
+267.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.4% |
| 7D | +4.9% | +3.3% | +1.6% | +4.1% |
| 30D | -9.3% | +17.9% | -27.2% | -13.3% |
| 3M | -19.0% | +19.2% | -38.2% | -23.1% |
| 6M | -5.2% | +31.7% | -36.9% | -13.1% |
| YTD | +40.6% | +82.5% | -41.9% | +16.9% |
| 1Y | +47.5% | +78.4% | -30.9% | +23.3% |
| 3Y | +133.9% | +177.0% | -43.1% | +67.5% |
| 5Y | +83.8% | +86.5% | -2.7% | +52.5% |
| All | +348.8% | +81.2% | +267.6% | +268.2% |
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