+299.5%
AEM vs RPRX
+66.6%
+232.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -0.5% | +5.1% | -5.6% | -1.3% |
| 30D | +24.0% | +11.2% | +12.8% | +22.1% |
| 3M | +16.1% | +16.7% | -0.6% | +13.4% |
| 6M | -11.6% | +36.0% | -47.6% | -15.7% |
| YTD | +21.5% | +67.8% | -46.3% | +12.6% |
| 1Y | +39.2% | +76.7% | -37.5% | +27.9% |
| 3Y | +347.4% | +128.1% | +219.3% | +292.1% |
| 5Y | +290.1% | +82.9% | +207.3% | +254.1% |
| All | +299.5% | +66.6% | +232.8% | +259.2% |
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