+145.0%
ALL vs RPRX
+91.5%
+53.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.4% |
| 7D | -1.9% | +0.2% | -2.1% | -2.0% |
| 30D | +13.8% | +18.6% | -4.8% | +9.9% |
| 3M | -7.0% | +18.0% | -25.0% | -10.1% |
| 6M | +18.0% | +33.8% | -15.8% | +11.0% |
| YTD | +24.2% | +76.6% | -52.4% | +10.3% |
| 1Y | +31.2% | +68.2% | -37.1% | +17.6% |
| 3Y | +107.5% | +161.5% | -54.0% | +67.3% |
| All | +145.0% | +91.5% | +53.5% | +118.9% |
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