+304.9%
AEM vs RPRX
+70.9%
+234.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | -2.1% | -8.4% | +6.2% | -0.3% |
| 30D | +8.4% | -0.6% | +9.1% | +8.7% |
| 3M | +27.3% | +6.4% | +20.9% | +25.7% |
| 6M | -9.7% | +26.6% | -36.2% | -14.0% |
| YTD | +19.0% | +53.8% | -34.8% | +9.1% |
| 1Y | +31.5% | +62.8% | -31.3% | +19.0% |
| 3Y | +338.7% | +118.0% | +220.7% | +267.0% |
| All | +304.9% | +70.9% | +234.0% | +270.8% |
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