+567.5%
AMAT vs RPRX
+79.2%
+488.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.2% | +9.2% | +10.9% |
| 7D | -1.1% | +3.4% | -4.4% | -1.8% |
| 30D | -26.9% | +20.8% | -47.7% | -30.1% |
| 3M | -31.2% | +21.6% | -52.8% | -34.5% |
| 6M | -14.7% | +36.5% | -51.3% | -21.7% |
| YTD | +44.7% | +80.4% | -35.7% | +23.4% |
| 1Y | +62.0% | +81.8% | -19.9% | +37.7% |
| 3Y | +165.0% | +170.9% | -5.9% | +99.5% |
| 5Y | +147.1% | +95.2% | +51.9% | +108.9% |
| All | +567.5% | +79.2% | +488.4% | +464.5% |
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