+271.4%
AAPL vs RPRX
+57.8%
+213.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.3% | +4.1% | +0.1% |
| 7D | -2.7% | -2.8% | 0.0% | -2.1% |
| 30D | +1.0% | +7.2% | -6.1% | -0.7% |
| 3M | +5.0% | +10.9% | -5.9% | +2.2% |
| 6M | +23.0% | +34.6% | -11.5% | +14.2% |
| YTD | +16.6% | +59.0% | -42.3% | +3.9% |
| 1Y | +33.4% | +72.5% | -39.1% | +16.1% |
| 3Y | +79.9% | +124.1% | -44.2% | +45.0% |
| 5Y | +109.0% | +75.9% | +33.1% | +81.7% |
| All | +271.4% | +57.8% | +213.5% | +225.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling