+132.0%
ACWI vs RPRX
+80.9%
+51.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | -0.2% | +4.6% | -4.8% | -1.0% |
| 30D | -3.3% | +22.0% | -25.3% | -6.8% |
| 3M | -3.4% | +20.3% | -23.7% | -6.8% |
| 6M | +0.8% | +37.9% | -37.1% | -5.5% |
| YTD | +10.7% | +82.2% | -71.5% | -1.7% |
| 1Y | +11.6% | +83.7% | -72.1% | -1.1% |
| 3Y | +73.4% | +175.4% | -102.1% | +40.1% |
| 5Y | +60.2% | +87.7% | -27.6% | +40.4% |
| All | +132.0% | +80.9% | +51.0% | +101.1% |
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