+71.0%
A vs RPRX
+53.1%
+18.0%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -0.2% |
| 7D | -4.6% | -8.0% | +3.5% | -2.2% |
| 30D | -4.3% | +2.1% | -6.3% | -4.9% |
| 3M | +8.9% | +8.2% | +0.8% | +6.2% |
| 6M | +24.5% | +28.9% | -4.4% | +15.2% |
| YTD | +5.8% | +54.1% | -48.3% | -7.2% |
| 1Y | +16.2% | +65.5% | -49.3% | -0.3% |
| 3Y | +28.5% | +117.3% | -88.8% | +0.9% |
| 5Y | -16.3% | +71.6% | -87.9% | -29.3% |
| All | +71.0% | +53.1% | +18.0% | +44.1% |
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