+90.8%
AEP vs RPRX
+174.8%
-84.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | +0.1% |
| 7D | +2.5% | +2.1% | +0.4% | +2.0% |
| 30D | +3.4% | +21.9% | -18.5% | -0.7% |
| 3M | +4.2% | +16.9% | -12.7% | +0.7% |
| 6M | -0.8% | +34.5% | -35.3% | -7.1% |
| YTD | +15.2% | +80.9% | -65.7% | +0.7% |
| 1Y | +8.3% | +77.6% | -69.3% | -4.9% |
| All | +90.8% | +174.8% | -84.0% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling