+109.8%
AAPL vs RPRX
+77.0%
+32.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.0% | -4.0% | +1.0% | -2.0% |
| 30D | +2.3% | +4.9% | -2.6% | +1.0% |
| 3M | +8.6% | +9.4% | -0.7% | +6.0% |
| 6M | +21.6% | +33.3% | -11.7% | +12.5% |
| YTD | +16.3% | +59.0% | -42.7% | +2.8% |
| 1Y | +35.1% | +69.2% | -34.2% | +17.0% |
| 3Y | +79.4% | +124.1% | -44.7% | +42.5% |
| 5Y | +109.8% | +77.9% | +32.0% | +86.0% |
| All | +109.8% | +77.0% | +32.9% | +86.0% |
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