+0.3%
AG vs RPRX
+86.5%
-86.2%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.3% | -2.7% |
| 7D | -10.0% | +3.3% | -13.3% | -11.0% |
| 30D | -10.5% | +17.9% | -28.4% | -15.7% |
| 3M | -27.3% | +19.2% | -46.5% | -31.8% |
| 6M | -43.0% | +31.7% | -74.7% | -48.7% |
| YTD | -17.9% | +82.5% | -100.4% | -34.7% |
| 1Y | +11.9% | +78.4% | -66.5% | -10.1% |
| 3Y | +201.8% | +177.0% | +24.9% | +87.2% |
| All | +0.3% | +86.5% | -86.2% | -17.0% |
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