-13.0%
AMT vs RPRX
+82.4%
-95.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -2.4% | +3.6% | -6.0% | -3.1% |
| 30D | +4.2% | +21.2% | -17.0% | -0.1% |
| 3M | +13.4% | +21.6% | -8.2% | +8.5% |
| 6M | +9.4% | +36.7% | -27.3% | +1.8% |
| YTD | +11.7% | +83.7% | -72.0% | -2.9% |
| 1Y | +7.1% | +83.2% | -76.0% | -6.9% |
| 3Y | +15.1% | +177.7% | -162.6% | -10.2% |
| 5Y | -17.9% | +95.8% | -113.7% | -30.6% |
| All | -13.0% | +82.4% | -95.4% | -26.7% |
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