+206.3%
AGI vs RPRX
+116.7%
+89.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.0% | -0.3% | -2.8% |
| 7D | -5.3% | -8.0% | +2.8% | -3.9% |
| 30D | +6.8% | +2.1% | +4.7% | +6.5% |
| 3M | +8.3% | +8.2% | +0.1% | +7.0% |
| 6M | -29.2% | +28.9% | -58.1% | -32.4% |
| YTD | -7.3% | +54.1% | -61.4% | -13.8% |
| 1Y | +8.0% | +65.5% | -57.5% | -0.8% |
| All | +206.3% | +116.7% | +89.6% | +158.4% |
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 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