+135.1%
ADI vs RPRX
+77.0%
+58.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.6% | -4.0% | +6.6% | +3.7% |
| 30D | -4.6% | +4.9% | -9.6% | -6.0% |
| 3M | -9.5% | +9.4% | -18.9% | -12.1% |
| 6M | +14.8% | +33.3% | -18.4% | +4.6% |
| YTD | +35.8% | +59.0% | -23.1% | +17.1% |
| 1Y | +48.9% | +69.2% | -20.3% | +25.8% |
| 3Y | +115.6% | +124.1% | -8.5% | +66.0% |
| 5Y | +135.1% | +77.9% | +57.2% | +100.9% |
| All | +135.1% | +77.0% | +58.1% | +100.9% |
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