+1,085.6%
ASX vs RPRX
+57.8%
+1,027.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -5.3% | +11.3% | +7.1% |
| 7D | +6.3% | -2.8% | +9.1% | +6.8% |
| 30D | +6.4% | +7.2% | -0.7% | +4.7% |
| 3M | +13.1% | +10.9% | +2.3% | +10.1% |
| 6M | +90.3% | +34.6% | +55.7% | +76.8% |
| YTD | +149.6% | +59.0% | +90.7% | +123.2% |
| 1Y | +249.2% | +72.5% | +176.6% | +205.7% |
| 3Y | +445.9% | +124.1% | +321.8% | +344.5% |
| 5Y | +477.7% | +75.9% | +401.8% | +404.6% |
| All | +1,085.6% | +57.8% | +1,027.8% | +945.9% |
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