+392.7%
AGI vs RPRX
+52.7%
+340.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -2.7% | -8.4% | +5.6% | -1.3% |
| 30D | +7.2% | -0.6% | +7.9% | +7.4% |
| 3M | +4.3% | +6.4% | -2.2% | +3.2% |
| 6M | -27.1% | +26.6% | -53.7% | -29.9% |
| YTD | -6.6% | +53.8% | -60.4% | -13.0% |
| 1Y | +9.5% | +62.8% | -53.3% | +1.0% |
| 3Y | +208.4% | +118.0% | +90.4% | +168.4% |
| 5Y | +401.6% | +71.2% | +330.4% | +355.3% |
| All | +392.7% | +52.7% | +340.0% | +337.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling