+567.4%
AMAT vs RPRX
+81.2%
+486.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.6% | -2.9% |
| 7D | +11.4% | +3.3% | +8.0% | +10.6% |
| 30D | -17.0% | +17.9% | -34.9% | -20.1% |
| 3M | -30.6% | +19.2% | -49.9% | -33.6% |
| 6M | -14.9% | +31.7% | -46.7% | -21.1% |
| YTD | +44.7% | +82.5% | -37.8% | +23.1% |
| 1Y | +66.9% | +78.4% | -11.6% | +42.7% |
| 3Y | +153.3% | +177.0% | -23.7% | +89.6% |
| 5Y | +146.2% | +86.5% | +59.8% | +110.9% |
| All | +567.4% | +81.2% | +486.2% | +463.1% |
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