+93.0%
ASML vs RPRX
+95.1%
-2.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -0.6% |
| 7D | -2.9% | +4.6% | -7.4% | -4.1% |
| 30D | -15.2% | +22.0% | -37.2% | -20.1% |
| 3M | -12.9% | +20.3% | -33.2% | -17.9% |
| 6M | -5.0% | +37.9% | -42.9% | -15.2% |
| YTD | +41.8% | +82.2% | -40.4% | +14.9% |
| 1Y | +46.0% | +83.7% | -37.7% | +17.9% |
| 3Y | +133.5% | +175.4% | -42.0% | +57.1% |
| 5Y | +93.0% | +87.7% | +5.3% | +66.3% |
| All | +93.0% | +95.1% | -2.1% | +66.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling