+213.2%
ALL vs RPRX
+81.2%
+132.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.2% |
| 7D | +5.0% | +3.3% | +1.7% | +4.6% |
| 30D | +13.3% | +17.9% | -4.6% | +10.8% |
| 3M | +3.2% | +19.2% | -16.1% | +0.7% |
| 6M | +25.3% | +31.7% | -6.4% | +20.7% |
| YTD | +30.5% | +82.5% | -52.0% | +20.4% |
| 1Y | +29.2% | +78.4% | -49.2% | +19.6% |
| 3Y | +119.1% | +177.0% | -57.8% | +90.9% |
| 5Y | +162.6% | +86.5% | +76.2% | +139.5% |
| All | +213.2% | +81.2% | +132.1% | +182.7% |
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