+340.1%
AA vs RPRX
+53.1%
+287.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.0% | -1.8% | -3.8% |
| 7D | -5.4% | -8.0% | +2.6% | -2.8% |
| 30D | -10.7% | +2.1% | -12.8% | -11.4% |
| 3M | -26.2% | +8.2% | -34.4% | -28.3% |
| 6M | -20.9% | +28.9% | -49.8% | -27.7% |
| YTD | -8.6% | +54.1% | -62.8% | -21.4% |
| 1Y | +57.4% | +65.5% | -8.1% | +31.8% |
| 3Y | +77.8% | +117.3% | -39.5% | +33.7% |
| 5Y | +2.7% | +71.6% | -68.9% | -15.2% |
| All | +340.1% | +53.1% | +287.0% | +264.5% |
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 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