+75.9%
AG vs RPRX
+77.9%
-2.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -0.1% | -4.0% | +3.9% | +1.3% |
| 30D | +12.5% | +4.9% | +7.5% | +10.7% |
| 3M | +28.2% | +9.4% | +18.8% | +24.1% |
| 6M | -18.8% | +33.3% | -52.1% | -26.9% |
| YTD | +27.4% | +59.0% | -31.6% | +7.9% |
| 1Y | +132.2% | +69.2% | +63.0% | +90.7% |
| 3Y | +286.9% | +124.1% | +162.8% | +172.8% |
| All | +75.9% | +77.9% | -2.0% | +47.4% |
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