+177.8%
AME vs RPRX
+81.2%
+96.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | +5.9% | +3.3% | +2.5% | +5.4% |
| 30D | -1.9% | +17.9% | -19.8% | -4.4% |
| 3M | -5.4% | +19.2% | -24.6% | -8.0% |
| 6M | +4.9% | +31.7% | -26.8% | +0.2% |
| YTD | +18.5% | +82.5% | -64.0% | +7.5% |
| 1Y | +25.5% | +78.4% | -53.0% | +14.2% |
| 3Y | +63.0% | +177.0% | -113.9% | +37.4% |
| 5Y | +78.3% | +86.5% | -8.2% | +60.8% |
| All | +177.8% | +81.2% | +96.7% | +145.3% |
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