-20.6%
AMT vs RPRX
+93.9%
-114.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.5% |
| 7D | +0.4% | +3.4% | -3.0% | -0.6% |
| 30D | +3.7% | +20.8% | -17.1% | -1.9% |
| 3M | +10.7% | +21.6% | -10.9% | +4.3% |
| 6M | +9.3% | +36.5% | -27.3% | -0.9% |
| YTD | +10.9% | +80.4% | -69.5% | -8.0% |
| 1Y | +10.5% | +81.8% | -71.3% | -8.7% |
| 3Y | +15.5% | +170.9% | -155.3% | -18.8% |
| 5Y | -20.6% | +95.2% | -115.8% | -34.9% |
| All | -20.6% | +93.9% | -114.5% | -34.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling