+290.2%
AAPL vs RPRX
+52.7%
+237.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +3.8% | -8.4% | +12.2% | +6.0% |
| 30D | +9.9% | -0.6% | +10.6% | +10.0% |
| 3M | +12.5% | +6.4% | +6.1% | +10.6% |
| 6M | +27.6% | +26.6% | +1.0% | +20.2% |
| YTD | +22.6% | +53.8% | -31.2% | +10.0% |
| 1Y | +45.0% | +62.8% | -17.8% | +27.9% |
| 3Y | +87.8% | +118.0% | -30.3% | +52.3% |
| 5Y | +128.7% | +71.2% | +57.5% | +100.0% |
| All | +290.2% | +52.7% | +237.5% | +244.7% |
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