+194.7%
ALL vs RPRX
+53.1%
+141.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | -0.3% |
| 7D | -4.3% | -8.0% | +3.7% | -3.2% |
| 30D | -3.6% | +2.1% | -5.7% | -3.9% |
| 3M | +13.2% | +8.2% | +5.0% | +12.0% |
| 6M | +22.5% | +28.9% | -6.4% | +18.4% |
| YTD | +22.7% | +54.1% | -31.4% | +15.9% |
| 1Y | +28.3% | +65.5% | -37.2% | +19.9% |
| 3Y | +152.0% | +117.3% | +34.8% | +126.7% |
| 5Y | +115.4% | +71.6% | +43.8% | +100.4% |
| All | +194.7% | +53.1% | +141.6% | +172.1% |
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