+19.1%
AA vs RPRX
+74.2%
-55.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.3% | +8.8% | +5.7% |
| 7D | +1.7% | -2.8% | +4.4% | +2.6% |
| 30D | +3.3% | +7.2% | -3.8% | +0.2% |
| 3M | -29.4% | +10.9% | -40.3% | -32.6% |
| 6M | -12.8% | +34.6% | -47.4% | -23.6% |
| YTD | -2.1% | +59.0% | -61.1% | -20.3% |
| 1Y | +62.8% | +72.5% | -9.8% | +27.3% |
| 3Y | +90.5% | +124.1% | -33.6% | +29.1% |
| 5Y | +19.1% | +75.9% | -56.9% | -7.2% |
| All | +19.1% | +74.2% | -55.1% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling