+283.7%
AEM vs RPRX
+53.1%
+230.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.0% | +0.1% | -2.4% |
| 7D | -5.0% | -8.0% | +3.0% | -3.8% |
| 30D | +8.5% | +2.1% | +6.4% | +8.2% |
| 3M | +29.3% | +8.2% | +21.1% | +27.7% |
| 6M | -12.9% | +28.9% | -41.8% | -16.2% |
| YTD | +16.8% | +54.1% | -37.4% | +9.6% |
| 1Y | +29.8% | +65.5% | -35.7% | +20.5% |
| 3Y | +336.7% | +117.3% | +219.4% | +285.8% |
| 5Y | +299.9% | +71.6% | +228.3% | +267.3% |
| All | +283.7% | +53.1% | +230.7% | +249.6% |
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 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