+571.1%
AMAT vs RPRX
+80.9%
+490.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.3% |
| 7D | -2.5% | +4.6% | -7.1% | -3.4% |
| 30D | -26.5% | +22.0% | -48.5% | -29.9% |
| 3M | -28.6% | +20.3% | -48.9% | -31.8% |
| 6M | -14.2% | +37.9% | -52.1% | -21.5% |
| YTD | +45.5% | +82.2% | -36.7% | +23.8% |
| 1Y | +59.3% | +83.7% | -24.4% | +35.2% |
| 3Y | +153.1% | +175.4% | -22.3% | +89.7% |
| 5Y | +158.2% | +87.7% | +70.4% | +120.6% |
| All | +571.1% | +80.9% | +490.2% | +466.3% |
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