+842.5%
ASX vs RPRX
+75.3%
+767.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.5% |
| 7D | -19.9% | +0.2% | -20.1% | -20.0% |
| 30D | -30.9% | +18.6% | -49.4% | -33.2% |
| 3M | -15.1% | +18.0% | -33.1% | -18.1% |
| 6M | -6.5% | +33.8% | -40.3% | -12.8% |
| YTD | +98.4% | +76.6% | +21.9% | +73.7% |
| 1Y | +107.9% | +68.2% | +39.6% | +83.8% |
| 3Y | +325.3% | +161.5% | +163.7% | +234.5% |
| 5Y | +447.3% | +91.4% | +355.9% | +370.8% |
| All | +842.5% | +75.3% | +767.2% | +713.9% |
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