+269.5%
AA vs RPRX
+79.7%
+189.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | 0.0% | -1.0% |
| 7D | +5.3% | +2.1% | +3.2% | +4.6% |
| 30D | -2.3% | +21.9% | -24.2% | -8.5% |
| 3M | -20.8% | +16.9% | -37.8% | -25.0% |
| 6M | -39.8% | +34.5% | -74.3% | -45.7% |
| YTD | -23.3% | +80.9% | -104.2% | -37.5% |
| 1Y | +1.8% | +77.6% | -75.8% | -16.4% |
| 3Y | +69.5% | +173.5% | -104.0% | +17.9% |
| 5Y | -18.0% | +84.9% | -102.9% | -34.6% |
| All | +269.5% | +79.7% | +189.8% | +189.9% |
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