+108.6%
ASML vs RPRX
+83.4%
+25.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.1% | +4.0% | +4.1% |
| 7D | +1.1% | +5.1% | -4.0% | -0.5% |
| 30D | +2.2% | +11.2% | -9.0% | -1.3% |
| 3M | -2.3% | +16.7% | -19.0% | -7.6% |
| 6M | +23.0% | +36.0% | -13.0% | +10.3% |
| YTD | +61.1% | +67.8% | -6.7% | +34.4% |
| 1Y | +129.1% | +76.7% | +52.4% | +87.0% |
| 3Y | +165.4% | +128.1% | +37.2% | +96.5% |
| All | +108.6% | +83.4% | +25.1% | +75.5% |
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 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